System Documentation ProLasku EasyCMS

Working with orders

Orders are customer sales you fulfil before (or without) invoicing: Ordering › Order list and Ordering › Add new order. Every order starts as a Draft with its own order number, reference number and a payment link + QR generated automatically.

The order list

The table shows order number, linked invoice number, customer, total, dates, shipping method, reference, sales person, profit figures and status. Around it:

  • Status toggles — filter by any combination of order statuses (plus Invoiced orders / Un-invoiced orders checkboxes).
  • Date-range picker and the search box (matches order number, reference, customer name/address, phone, e-mail, even line barcodes and notes).
  • Bulk actions — with rows selected: Combine orders (same customer), Convert to invoice, Show product list, Order delivery directions (map route), Bulk delete.
  • Row actions — edit, delete, invoice, duplicate, print, PDF, download.
  • Excel/PDF export of the filtered list.

Creating an order

Ordering › Add new order creates the draft and opens the editor.

  • Customer — Select from existing customers or Add new customer.
  • Order number, order date, invoice reference, sales person, delivery date, loaded by, customer ID.
  • Shipping method — standard delivery, express, courier, pickup, or supplier direct shipping — and delivery by.
  • Admin note, customer note (with copy buttons into the order note) and the order note that prints on the document.
  • Toolbar: currency, VAT included/excluded toggle, product search panel, sales price by net margin, and Ignore customer pricing.

Adding products

Exactly like on invoices — four ways:

  1. Open product search panel and pick products,
  2. scan a barcode,
  3. type a product reference and press Enter,
  4. add a free-text line for headings or non-product charges.

Each line shows quantity, unit price, discount %, VAT and total — click a cell to edit it inline. Line icons give you: a per-line note, the product card, stock status (in stock / low / out, plus best-before state), the stock flow view, and customized pricing (a customer-specific price — highlighted when it's being ignored). Totals recalculate live, and the footer carries the payment information (IBAN/BIC, reference, QR link).

Saving

Update saves the order as a draft; change its status when it's ready to process — the status lifecycle, sending, delivery notes and invoicing are covered in Order statuses, delivery notes & invoicing.