Order management

Order management supports all steps from receiving an inquiry, through budgeting, to invoicing

• What order management means
• Working with an order
  • Creating an order
• Order management
• Closing an order
• What else is related to orders

What order management means

Order management includes everything needed to make your custom-order business work:

• Receiving orders (inquiries via a web form, or alternatively by email or manually entered)
• Order sheets that help you quickly determine the price
• Planning tasks for people
• Management – distribution of work
• The ability to monitor and, if necessary, handle complaints and issues
• Work reports – source data for invoicing
• Calculation of used materials
• Invoicing and accounting

AyMINE provides you with a tool for the entire process. This page further focuses only on working with orders; for the other steps, use the links provided.

Working with an order

Creating an order

• Create an order in the order management area – use the order overview and enter a new one
• An order has an expected implementation period (from–to). The completion date is indicative and does not prevent steps related to the order from continuing even after this date
• An order has a manager who is generally responsible for tasks and may also have a deputy. The deputy can plan the order in the same way as the manager
• Tasks can be quickly added to an order from a methodology. To do this, you need to create a methodology and link the area in which you create the order with the methodology (see area settings). In the methodology, you can predefine procedures for any number of orders. Optional parts can also be defined and used in the same way as with projects.

Order management

An order has its own workspace, and its management is similar to that of a project. However, the order workspace contains only:

• Tasks – manage the progress of implementation
• Meetings – allow organizing meetings related to the order, including meetings with the customer’s people
• Information – all information needed for the order; they can contain any number of files
• Agreements and decisions – agreements related to the order

Closing an order

You can easily close an order in order management by marking it as completed. Note: closing an order does not automatically close tasks – therefore, tasks may still be associated with the order even after its completion, typically for example invoicing.

What else is related to orders

• Contract management