The «Firm orders» tab is the CRM «Orders» tab inside the data processor. It requires a manager's sign-in in the program. If a manager sees only their own orders in the CRM, it will be the same here.
Two lists
- «Current» — orders in editing and confirmed ones.
- «Search» — all statuses with filters: ID or code, 1C code, name, counterparty, status, manager, creation and production dates, amount.
Next to them — «Refresh» (re-read), «Reset filters», sorting, «Per page», page turning. On the right you can see the page number, how many were found and the counters.
Actions
They work on the ticked rows («Mark all» / «Unmark all») or on the current one. Only the buttons that can really do something with the current order are shown:
- «Change status» — only the allowed transitions; sending to production requires permission from the accounting system.
- «Cancel», «Return to editing» (the production date is reset in the process).
- «Manager», «Production date» (for statuses 2–6), «Payment».
- «Rename» (statuses 1–2), «Delete to archive» (statuses 1 and 8, the reason must be at least 10 characters).
- «Download programs» — if the archive of CNC programs already exists. What is inside the archive and where the program puts the files — What comes in an order and how it is laid out in folders.
- «Order card» or a double click — the card; «Open in browser» — the order editor.
Status transitions
The same as in the CRM:
- from editing (1) — cancel (8);
- from confirmed (2) — to production (3, only when the accounting system has given permission), return to editing (1) or cancel (8);
- from production (3) — back to confirmed (2);
- from cancelled (8) — return to editing (1).
Cancelling and returning are performed after a confirmation.
A new order
The «+ New order» button opens the wizard: choose the client (a counterparty or a search among the platform's clients) → check the client, the manager and the name → «Create order». The order will appear first in the list and will open in a browser if the corresponding box is ticked. «Close wizard» hides it.
The order's manager
An order without a manager shows «— not assigned» in the «Manager» column, and the «Assign manager» button is available. For an order that has a manager the same button is called «Manager» and lets you change them.
The colour of the ID: can it be imported
The «Import into BAF» column and the colour of the identifier show whether the order is ready to be transferred into a document:
- Green — it can be imported («Import into BAF» or a double click).
- Red — some matches are missing. A double click or «Why not — wizard» opens the import wizard.
- Blue — already imported; a double click or «BAF document» opens the document.
- Yellow — the order has changed after the import; «Refill from the platform» will update the document and post it again.
- Grey — the status is not suitable for import (only 2–6 are imported).
The colours appear a little later than the list itself — for a while the column shows «…». On the first opening the data processor asks the platform about the calculations, after that it takes them from the program's cache.
Errors of actions
They are shown as a list of «ID: reason», and the other orders are still processed. Typical reasons: «status X → Y cannot be changed (allowed: …)»; «the accounting system did not allow this order to be sent to production»; «order N is not an order of your firm»; «the order name cannot be empty»; «in the program queue … operation N» — not done yet, the program will send it by itself.