View source for Modul Kundenaufträge

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[[fr:Module_Commandes_Clients]]
[[es:Módulo_Pedidos_de_clientes]]
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[[Category:Liste_der_Module]]
{{TemplateDocUserDE}}
{{TemplateModDE}}
{{BasculeDevUserDE|
name=Orders|
num=25|
devdoc=[[Module Customers Orders (developer)]]|
userdoc=auf dieser Seite|}}

=Einleitung=
Mit diesem Modul können Sie Kundenaufträge verwalten (erstellen, bearbeiten, löschen). 

You can also convert an order into an invoice (if [[Module Customers Invoices]] is used).

It provides also features to generate documents for each order in a format like PDF.

Suppliers orders are however manager by [[Module Suppliers Orders]].

=Installation=
{{NoInstallModuleDE}}

=Konfiguration=
{{ActivationModuleDE}}



Beachten Sie, dass die Aktivierung dieses Moduls automatisch das [[Modul Geschäftspartner]] aktiviert.

=Life cycle / Business rules=
A customer order follow the following life cycle:

If module shipment is enabled:

<pre>
Draft --> Validated --> Shipment in process --> Delivered -------> Processed (=Delivered + Billed)
                   \                       \                   /
                    \-------------------> Invoice created ----/
</pre>

If module shipment is not enabled:
<pre>
Draft --> Validated ---> Shipped --------------> Processed (=Shipped + Billed)
                   \                         /  
                    \--> Invoice created ---/
</pre>

*The status "Order to bill" is not a status that is specific. For some users it will be same than status "Validated", for others, it will same than status "Delivered". This depends if you choose to make invoice before or after delivery (both are possible).

*Status "Shipment in process" is only visible if [[Module Shipment]] is used.

Once an order is validated, by its creator, if you enabled the shipment module, you can generate one or several shipment receipts to send products. This can be done at anytime before the order is canceled or closed with status processed.

You can also define an order as "Delivered" (change status to "Delivered") when you want.

You can generate one or several invoices from customer order when they are at status "validated" or "delivered".
Note that, by default, invoices built from order have same content/amount but you can edit invoice, once generated from order, to change that.

If you click on "Classify billed" and "Classify Delivered", this switch status to "Processed" and order will disappear from menu "Orders delivered". It should be visible into "Orders processed".

=Create an order=
Creation of an invoice need to go on card of a third party, on tab "Customer" (this require your third party has customer nature).

If [[Module Workflow En|Module Workflow]] and [[Module Commercial Proposals]] enabled, you can also have a draft customer orders automatically created once a proposal is closed (You must set this into setup of [[Module Workflow En|Module Workflow]].

=Modify an order=
To modify an order, go on its card (you can find order from menu '''Commercial - Customers order - List''' or from '''Thirdparty card - Tab customer'''.

You can edit it if order has draft status. If not click on action button '''Modify'''.

=Process an order (Deliver and Bill)=
To have an order '''processed''', you must both ship it and bill it.
So once an order has been completely shipped, you can go onto card to close it.

Note: If [[Module Workflow EN|Module Workflow]] and [[Module Invoice]] are enabled, you can also Classify Billed your order automatically when a linked invoice is '''validated''' or '''payed'''.

=Delete an order=
To delete an order, go on its card (you can find order from menu '''Commercial - Customers order - List''' or from '''Thirdparty card - Tab customer'''.

Then click on action button '''Delete order'''.

Warning, a deleted order is definitively removed with no way to restore it.

=Examples of use cases=
{{ExamplesCaseEn
|name=UCCU01: 
|situation=
|actions=
}}&nbsp;