Orders

To create a new order, click the "New order" button in the project panel. This will open a window with three main sections:

Left Section: Order and Contact Info

In the left section, you can:

• Assign a responsible person using the Assignees dropdown.
• Set the current Status of the order (e.g., New, In Progress, etc.).
• Enter customer contact details:
  • Contact name
  • E-mail (max 64 characters)
  • Phone (max 32 characters)
  • Address (max 512 characters)
  • Note (internal comment, max 512 characters)

This section helps keep all essential order and client data organized.

Center Section: Products and Configuration

Initially, the center section prompts:

Add products, use the button below

To add a product, click the Configure button:

You'll be prompted to select a product configurator (e.g., Inset plissé). After selecting it, a detailed configuration window will appear:

In the configurator, you can:

• Select product parameters (e.g., Web, Color, Width, Height, Jumper, Sealant, etc.)
• See a material breakdown with:
  • Quantity
  • Unit price
  • Total amount
• View calculated:
  • Purchase cost
  • Sale price

Click Save to add the configured item to the order.

Right Section: Order History and Notes

The right-hand panel contains a log of all activity related to the order. Here, you can:

• Review a chronological log of order changes
• Keep internal notes or track communication with the client

Final Step: Save the Order

Once all necessary data and products have been added, click the Create or Save button to confirm and save the order.