Orders Overview

Created by Lachlan Robbie, Modified on Wed, 20 Dec 2023 at 10:00 AM by Christina Fenech

Orders in Docketbook serve as the agreement between suppliers and customers, representing the products or services to be provided. While orders can be created by either the supplier or the customer, the supplier has control over the docket template and the line items included in the order.

The key components of an order include:

  • Customer and Supplier: The parties involved in the order agreement.
  • Reference Numbers: Typically, the supplier reference number (also known as the job number) and the customer reference number (referred to as the purchase order number).
  • Dates: The specified date range for the order.
  • Docket Template: The template that will be used for creating dockets from this order. Different templates can be utilized for different types of work.
  • Items: The specific products or services that will be included in the dockets and ultimately invoiced.

Orders follow a simple status-driven workflow, which includes the following stages:

  1. Draft: Orders in the draft status are only visible to the company that created them.
  2. Sent: Once an order is sent, it becomes shared and visible to both the customer and the supplier.
  3. Accepted: When the recipient accepts the order, it moves to the accepted status. It's important to note that customer-created orders require acceptance from the supplier to generate an order number.
  4. Closed: Closed orders can no longer be used to create new dockets.

By leveraging the Orders function in Docketbook, businesses can effectively manage their agreements, track the status of orders, and ensure smooth collaboration between suppliers and customers.

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