Manage received order statuses
You can manage changes in the status of received orders. In the case of importing orders, you can change the status manually, which allows you to keep an internal control. In case you receive the order via one of the enabled networks (Peppol or EDI), you can send the status change to your supplier.
Modify and send the change of status
Section titled “Modify and send the change of status”To modify and send the status change of the received orders, you have to access the Incoming payments section through the main menu and then Orders through the options at the bottom:
- Open the order you want to manage by clicking on the number.
- At the top, you will find the order menu.
- Just below the order menu, if you have just received the order, you will find the options Accept, Modify order or Decline.
- Click on the option you need, to modify and send the status.
Accept
Section titled “Accept”You send your supplier the acceptance of the order. Then you can create the invoice from the order.
Reject
Section titled “Reject”You send to your supplier the rejection of the order.
Modify order
Section titled “Modify order”You can modify the order received and let your supplier know the modifications made and the products that you will end up invoicing him. To do this, use the option Modify order:
- You access the form that allows you to modify the data.
- You can modify data such as the delivery date or the quantities of the products ordered.
- Once you have made your changes, use the Save option.
Once you have saved the changes, you can send your supplier the notification with the modifications made using the Accept option at the top of the order.
The possibility of making and notifying the changes depends on the method by which you receive the order and on the supplier. The same applies to the data you can modify.
Modify the status without sending it
Section titled “Modify the status without sending it”In case you are importing the order, you can modify the status to keep an internal control of all orders. In this case, the status change is not sent. To do this:
- Open the order by clicking on the number.
- At the top you will find the order menu.
- Open the Mark option.
- Mark the order as Accepted or Declined.
Follow this process for all orders and you will be able to track it whenever you need to.