28,936
edits
Changes
→Life cycle / Business rules
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A customer order follow the following life cycle:
A customer order follow the following life cycle:
<pre>
<pre>
−Draft --> Validated --> To bill --> Processed
+Draft --> Validated --> Delivered --> Processed
--> Canceled
--> Canceled
</pre>
</pre>
+
+Status "To bill" will be for some users the status "Validated", for others, it will be "Delivered".
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 anywhen before the order is canceled or close with status processed.
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 anywhen before the order is canceled or close with status processed.
−You can also close treatment of an order (change status to "To bill") when you want (you decide if you do this before the shipment or after). With this status, you will be able to generate one or several invoices from customer order. The invoice will appears into menu "Orders to bill". Note that, by default, invoices built from order have same content/amount but you can edit invoice, once generated from order, to change that.
+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", this switch status to "Processed" and order will disappear from menu "Orders to bill".
+If you click on "Classify billed", this switch status to "Processed" and order will disappear from menu "Orders delivered".
=Create an order=
=Create an order=