Order card, tabs, and actions

Card information, Tasks, files, history, and actions.

Last updated 20 days ago

On the main information tab, you will find the status, number, supplier, delivery location, associated client or project, dates, responsible parties, the Staff/Items table, and notes. If you have permission to view purchase prices, you will also see prices and the total amount.

Manage order-related tasks on the Tasks tab. Add supplier documents or other attachments in the Files section. View significant changes in the Activity History. The status bar displays the progress of the Order and the time spent in each status.

Depending on the permissions and your settings, the card actions allow you to edit, copy, change the status, generate PDF or Excel files, and initiate the Goods Receipt. Integration buttons appear only when enabled for your organization.

Order Items, quantities, prices, and dates
Order statuses and Goods Receipt

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