Orders

Modified on 2008/11/20 15:58 by stefano Categorized as Uncategorized
10.2 Orders
In the {{<img src="{up}Manuale IT/VENDITE ordini.PNG"/>}} section, you can manage orders.

{{<img src="{up}Manuale IT/10.2 vendite - ordini.PNG"/>}}To create a new order click on "New order" ([New order|New order]) to search for all orders that meet certain conditions fields in a timely manner in the "Filter" section of the sidebar, bearing in mind that:

* to set the time restrictions, select if the date of the order must be less than or equal (≤)
), uguale≡
) or greater or uguale≥
) the date of reference to be following in the "Date validity" pane: you can manually type the date (dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or click on the icon {{<img src="{up}Manuale IT/seldate.PNG"/>}}:
{{<img src="{up}Manuale IT/calendario.PNG"/>}}So you can select the date from the calendar, clicking on the desired day directly. To change click on {{<img src="{up}Manuale IT/monthprev.PNG"/>}} month (previous month) or {{<img src="{up}Manuale IT/monthnext.PNG"/>}} (next month). To close the window click {{<img src="{up}Manuale IT/X orange.PNG"/>}};
* You can select the owner of the order by clicking on {{<img src="{up}Manuale IT/face.PNG"/>}} as a search parameter by typing a search, clicking {{<img src="{up}Manuale IT/CERCA.PNG"/>}} key and selecting the desired; user
* You can select the applicant for the order as a search parameter by selecting the type of tab and clicking {{<img src="{up}Manuale IT/face.PNG"/>}}: for information about the function of research between companies and contacts see [New leads|New leads], leads search function is similar to that between contacts;
* to set restrictions on total Select if you should be less than or equal (≤)
), uguale≡
) or greater or uguale≥
) to the number that you typed in the box below;
* Once you have selected the desired parameters click {{<img src="{up}Manuale IT/CERCA.PNG"/>}}.

The list shows the key data for orders.

In the header of the list are the letters of the alphabet: by clicking on one of these letters appear all orders whose description starts with the letter; by clicking on "All" will list all orders.

You can reorder the list alphabetically by clicking on the header of the menu under the heading "Description" description. Clicking again invertirà order. You can sort by date, number or order total in a similar fashion.

To view, modify or update an order click on the icon {{<img src="{up}Manuale IT/magnify.PNG"/>}}.

To delete an order, select the box in the last column, and then click {{<img src="{up}Manuale IT/CESTINO.PNG"/>}}. 

Lower right illustrates the number of orders, however the number of items listed in each list is limited ({{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP gestione account.PNG"/>}} ([Account management|Account management]), "Tustena Configuration" tab ([Tustena configuration|Tustena configuration])). To view items that follow click on the number for the list page or on "Next" to switch to the next page. To go back a page click on "Previous". To display all orders in a single page click on "All records".
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Orders
