Orders Overview

Orders represent the agreement between supplier and customer.  They can be created by either the supplier or the customer, but the supplier is in control of which docket template will be used and what products will be supplied on the line items.

The key parts of an order are shown in the screenshot below:

1. Customer (and Supplier)
2. Reference Numbers - typically the Supplier Reference number is also called Job number and the Customer Reference Number is called Purchase Order Number.
3. Dates - the date range for the order
4. Docket Template - dockets created from this order will use this template.  Different templates can therefore be used for different types of work
5. Items - the products or services that will be added to the dockets (and ultimately invoiced)

Orders have a simple status-driven workflow:

• Draft - are visible only to the creating company
• Sent - are shared and visible to both customer and supplier
• Accepted - accepted by the recipient - Note that customer-created orders must be accepted by the supplier to create an order number
• Closed - closed orders can no longer have dockets created from there.