Module Sales Orders
| Orders | |
|---|---|
| Numero/ID of module | 25 |
| User doc. of module | This page |
| Developer doc. of module | Module Customers Orders (developer) |
Introduction
With this module, you can manage (create, edit, delete), customers orders. You can also convert an order into an invoice (if Module Customers Invoices is used).
Installation
This module is included with the Dolibarr distribution, so there is no need to install it.
Configuration
To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".
Choose the tab where the module is listed. Then click on "Activate".
The module is now activated.
If a cog icon appears 
on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.
Note that activating this module will automatically activate the Module Third Parties.
Life cycle / Business rules
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Page waiting to complete. To complete, create an account, go back and clic on "Modify".
Page en attente d'être complété. Pour compléter, créez un compte, revenez et cliquez sur "Modifier".
Página a completar. Para completarla, cree una cuenta, vuelva a la página y haga clic en "editar"
Seite wartet auf Vervollständigung. Um zu helfen, erstelle ein Konto, gehe zurück und klicke auf "Bearbeiten".
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 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.
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.
Close an order
Once an order has been completely shipped, you can go onto card to close it.
If Module Invoice is activated, the order will be visible into list from menu Accountancy - To bill.
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
| UCCU01: | |
|---|---|
| Situation | |
| Actions | |