Last updated: 27.12.2022

Valid from: 2019.03.00 and later

Order reception

In order reception, it is only possible to work on one order at a time, but multiple orders can be searched for and displayed in a list.

Order search

The search function (1) is located on the left. To search for an order, first select what you want to search for from the drop-down list, and then further specify the search with the options displayed. The search criteria displayed depend on what is selected in the drop-down list.

The search results are displayed under the search criteria (2). Depending on what is being searched for, search results are displayed on the different tabs.

Order page

The actual order page with all the information about the order is on the right. The order number is shown at the top in bold (3). The information displayed on the order is fully customisable and it is possible to save several different views and switch between them in the Settings section.

Default views for different screen sizes are included in the installation, and a custom view is often created during start-up. For more information on how to set up order reception, see Arranging the sections in order reception.

If an order is edited, it will be closed automatically when it has been saved. It can be opened again from the list under the search results on the left (4).

At the bottom left, below the list of previous orders, there is a list of customers with internet orders awaiting approval. The list can be filtered by region. Click on in the toolbar to display a list of orders to be approved.

  1. Search for orders here.

  2. The search results are displayed here.

  3. Order number.

  4. Recently edited orders.

  5. Customers with internet orders that have not yet been approved.

Warning if an order is open in several sessions at the same time

A yellow warning appears in the top right corner an order is opened that is already open in another session, or if someone else opens an order that you have open. When the order is saved and closed in the second session, the warning turns red and you can choose to update the order with those changes by clicking on Refresh in the warning. To save your own changes instead, save the order as usual and the changes made by the other person will be overwritten.

See also