Orders

View, create, and manage orders in your project using Kanban or table view.

Overview

The Orders page is the main workspace for managing your project's sales pipeline. Orders can be viewed as a Kanban board grouped by status, or as a flat table. The list updates automatically in the background while you work.

Views

Switch between two display modes using the toggle button in the top-right corner of the page:

• Kanban — orders are arranged in columns by status. Each column is scrollable and can be dragged horizontally if there are many statuses. You can drag an order card from one column to another to change its status directly.
• Table — all orders are shown in a flat list with columns for serial number, creation date, contact, status, responsible member, number of items, total amount, paid amount, and remaining balance.

Your selected view is remembered between sessions.

Funnels

If the project has several funnels, a funnel switcher appears in the top-right corner. The board and the table show only the selected funnel's orders, and the board columns are its statuses. The selection is shared with Settings → Statuses and remembered per project. With a single funnel there is no switcher.

A new funnel has no columns until you add statuses to it, and the create-order button stays disabled.

Orders whose status was deleted don't belong to any funnel — they show up in a separate No status column in every funnel until you give them a status.

Sorting

Click the sort icon in the toolbar to choose how orders are sorted within their current view:

• Newest first / Oldest first
• Total amount
• Remaining balance
• Contact name
• Responsible member
• Status order

Filtering

The filter bar at the top of the page lets you narrow the list by one or more criteria. Click on the filter field and type to start:

• Search — free-text search across orders. Type and press Enter to apply. It also understands a product label code such as 26290001-1-2: scan the label and the order is found.
• Status — select one or more statuses of the selected funnel from the dropdown.
• Responsible member — select one or more team members.
• Date from / Date to — pick a date range from the calendar to filter by creation date.

Each active filter appears as a chip in the filter bar. Remove a single filter by clicking the × on its chip, or clear all filters at once with the × button on the right side of the bar.

Filters are saved in the page URL, so they can be bookmarked or shared.

Creating an order

Click the + button in the top-right corner to open the new order form. The order starts in the Default status of the selected funnel. Fill in the details and click Create to save it.

Order detail

Click any order (in either view) to open it in a side panel. The panel has three sections:

Info

The left panel contains the order's core details:

• Status — the current stage of the order. The list groups statuses by funnel, with the current funnel first. Statuses of the same funnel that the transition matrix doesn't allow are disabled; a status of another funnel can always be picked — see Moving to another funnel.
• Responsible member — the team member assigned to this order.
• Contact — the customer linked to this order. Type at least 2 characters to search your contacts and link one. Once a contact is linked, their name, email, phone, address, and note are shown and can be edited directly within the order. You can also expand additional custom contact fields using the toggle below the main fields.
• To unlink the current contact, click the × next to their name.

Click Save (or Create for a new order) at the bottom of this panel to apply all changes.

Products

The middle panel shows the items included in the order:

• Each product displays its name, unit price, quantity, and line total.
• Click the % button on a product to open the markup and discount popover, where you can set a markup percentage, a discount percentage, or both. If you have multiple products, you can apply the same percentages to all of them at once using the copy icon in that popover.
• If a product was added via a configurator, click the edit icon next to it to re-open the configurator and recalculate the item.
• Remove a product with the trash icon.

Adding products — click Add product at the bottom of the panel. A dropdown will show your available configurators; select one to open it and calculate a new item for this order.

Payment totals at the bottom of the panel show:

• Paid — enter the amount already received. Use the quick-select button to fill in a preset percentage (10%, 25%, 50%, or 100%) of the total.
• Discount — shown only when a discount is applied, displayed in orange.
• Total — the full order amount after markup and discount.
• Remaining — shown when there is an outstanding balance (total minus paid).

Documents — if your project has document templates, a toolbar above the product list shows buttons for each available document. Click one to preview or generate the document for this order.

Labels

Product labels are printed from the order; their size and code type are set in project settings. One label is printed per unit.

• The barcode icon next to a position prints the labels of that position; the barcode icon at the right end of the documents bar prints them for the whole order.
• Labels open in a preview window: Print sends them to the printer, PDF downloads the file.
• Labels are built from the saved order. If you have changed the products — added, removed, changed a quantity or the order of positions — and not saved yet, you'll be asked to save first.
• To find an order by its label, scan the code or type it into Search and press Enter. A code 26290001-1-2 means order 26290001, position 1, unit 2. A handheld barcode scanner works like a keyboard, so scanning into the filter field is enough.

Activity log

The right panel shows a chronological log of everything that has happened on this order. Entries are created automatically when the order or its linked contact is changed, and can also include manual messages.

Use the tabs at the top to filter the log:

• All — shows all entries.
• Order — shows only order-related changes (status updates, edits, etc.).
• Contact — shows only contact-related changes.

Each entry shows who made the change and when. Entries with field changes include a before/after diff table.

Sending a message — if the order has a linked contact and is already saved, a message input appears at the bottom ( visible when the Order tab is not selected). Type a message and click the send button (or press the send icon) to add a manual note to the log.

Moving to another funnel

To move an order to another funnel, open it, pick a status of that funnel in the Status field and save. This is always allowed: the transition matrix only restricts movement within a funnel. The order keeps its products, contact and log; entry requirements of the new status (required contact fields, loss reason) are checked as usual, and automations on that status run.

After saving, an "Order moved to funnel …" notification appears, the panel closes, and the order disappears from the current funnel's board — switch to the target funnel to find it.

Real-time updates

The orders list refreshes automatically every 10 seconds. If an order you have open is deleted by another team member, the panel will close automatically.