The "Orders" section is the main working module of the CRM. You create new orders here, move them through the statuses from draft to shipment, search for old orders, watch problem items and close cancelled ones.
Current orders is the manager’s main working page. It holds every order of the factory except the shipped and the cancelled ones — from drafts to those ready for dispatch. It opens from Orders → Current.The same page ser…
ReadThe order card is the window with full information about a specific order: customer, materials, services, products, discounts, payment, printing. Open it by clicking the order number in the "Active orders" list or via se…
ReadCreating an order is the entry point for any manager's work. An order consists of a customer and a project (a set of materials, parts and services). Open it from the menu "Orders → Create order". Step 1. Find or create …
ReadAdvanced search is a dedicated page to search orders by any combination of conditions: ID, external code, name, customer, materials, services, amount, statuses. Open it from the menu "Orders → Order search". Basic filte…
ReadThe order status defines its place in the lifecycle — from creation to shipment or cancellation. Available card actions, list visibility, and automatic transitions all depend on the status. Main route: 1 → ... → 7 …
Read"Shipped" is a dedicated section with the list of orders moved to status 9 ("Shipped"). Orders land here automatically after a status change in the card or in the "Active" list. Open it from the menu "Orders → Shipped". …
Read"Cancelled" is a separate section with a list of orders in status 8 ("Cancelled"). An order gets here after manual cancellation by the manager or customer before production starts. Open it from "Orders → Cancelled". Wha…
Read"Problem orders" is a separate section with a list of orders that have the problem flag set. An order becomes problematic automatically (XNC error, material shortage, processing error) or manually by a manager with a sta…
Read"Goods sales" (outstanding) is a simplified order scenario without production: the factory sells the customer ready items from stock leftovers (fittings, panel remainders, accessories). Open it from "Orders → Goods sales…
ReadFiles can be attached to every order: customer sketches, approvals, drawings, photos of the finished product. The built-in file manager opens from the order card via the "Files" button and stores everything related to th…
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