Module Sales Orders

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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).

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

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

A customer order follow the following life cycle:

Draft --> Validated --> Delivered --> Processed
                    --> Canceled

Status "To bill" will be for some users the status "Validated", for others, it will be "Delivered". This depends if you choose to make invoice before or after delivery.

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 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 delivered".

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