Creating and processing orders

Supporting complete work with orders from creation to posting

• Recalculating an order
• Generation of advance invoice and tax document (invoice)
• Order processing automation
• You may be interested

An order is created directly e.g. from an e-shop or from a menu or is entered manually in the system.

Recalculating an order

Recalculating an order must be recalculated after changing the items in the order. Recalculating gives the choice of whether only shipping or the whole order is recalculated. In a complete update, the price of the order is calculated similarly with offers, but without tools for traders.

• Calculation based on the choice in price lists:
• Recalculates the quantity to the most suitable units (e.g. pallets)
• Rounds the quantity to the units that can be delivered (e.g. when packing in full plate trays)
• Calculates the weight and dimensions of the whole shipment based on product information.
• Calculates the price for shipping and delivery, or other charges
• Calculates the price according to the currency traded with the customer (typically recalculates the order to euro when selling abroad)

Generation of advance invoice and tax document (invoice)

You can generate an advance payment request from the order. The system checks the credits of regular customers and can automatically distinguish who should pay in advance and to whom it is possible to send the goods "on invoice" with payment after delivery. (Decisions depend on the data in the customer directory.) In case of a larger number of orders, the system checks the sum of orders in processing and compares them with the credit. It can therefore require advance payment even for customers who have invoice payment enabled.

Issued documents are sent by email automatically (PDF document). If the processing of the order is waiting for advance payment to be paid, the processing continues after confirmation of the payment - either automatically (if downloading bank data is active) or manual confirmation is needed.

The invoice is transferred to the invoice management in AyMINE or exported to your accounts. The client can also download it additionally on the client portal.

Note: If you want to generate advance invoices, see the menu.

Order processing automation

Orders can be imported automatically from various systems, e.g. from Abry, Shoptet or other systems.
Conversely, the system created orders can import into accounting systems (e.g. Abry).

You may be interested

• Interface for order exchange
• Offer / Order Calculation
• Orders are linked to deliveries
• Bestellungen sind oft mit Geschäften verbunden
• Order Processing Instruction
• Colleague Job Taking Instruction
• Orders are also close to contracts