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Order

Overview​

The order lifecycle encompasses the sales process from offer to invoice. All sales products can be grouped into one or more orders. Orders can include offers, order confirmations and invoices that can be sent to the customer.

An order can be created manually, or it will be created automatically when the first product is added to sales, for example, as a separate order for a participant within sales.

The order invoice and offer navigation can be found at the top of the order

Order lifecycle​

When an order is created, it comes with an open final invoice by default, and depending on the settings in Strapi SAL - Sales Facet, it may also have an open offer. In its simplest form, the products added to the order are paid for directly on-site, making the order a cash payment. In this case, the entire lifecycle is completed with just a few clicks, from start to finish. However, it is possible to carry out more complex processes with an order.

Order Workflow​

  • Create products
  • Send an offer (optional)
  • Send confirmation (optional)
  • Send an advance invoice (optional)
  • Pay or send the final invoice after the visit

Exceptional Cases​

The customer did not accept the offer​

If a customer requests changes to an order before accepting the offer, the already sent offer is marked as rejected and a new version of the offer is created. This process is repeated until the offer is finally accepted or the entire sale is canceled. The Offers section will retain the complete history of the offers with their respective dates.

Change requests for a pre-invoiced order​

The automatic advance function handles the creation of a partial refund or partial additional advance. It is also possible to cancel the entire order with a single action, which will refund all previously invoiced products.

The customer is raising an reclamation with the final invoice​

If there were incorrect amounts or quantities in the products of the order, partial or full refunds can be made to the already sent and closed order. This way, the products can be corrected, and the correct amount can be invoiced to the customer.

Order configurations​

Basic product register and product accounting definitions​

Defines what products are available for sale in the system and how they are accounted for.

Allowed payment methods for refunds​

Depending on the original payment methods, define what payment methods are allowed on the credit note. The definition is found in Strapi under CNF - Order defaults type.

Products service fees​

Define which products can be used for service fees. Define them behind the organization.

Products advance invoice​

Define products behind the organization by payment method. Products determine how the advance invoice balance is accounted for.

Accounting integration​

Strapi WIN - Wintime Configuration contains control information related to the Wintime software interface.