Orders

The Orders section in Saftwares allows you to manage procurement activities and track purchases from suppliers. Here's what you can do in this section:

Orders overview

The orders overview provides a comprehensive list of all purchase orders in your organization. Here you can:

• View a list of all pending, approved, and completed orders
• Search and filter orders by various criteria (e.g., status, supplier, date)
• Access individual order details

Creating a new order

To create a new order in Saftwares:

1. Click the "Create Order" button in the Orders section.
2. Fill in the required information:
   • Supplier name
   • Items or services to be purchased
   • Quantities and prices
   • Delivery date
   • Associated project or department
3. Submit the form

Once created:

• The order will appear in the orders list
• Relevant approvers will be notified
• You can track the status of your order

This process ensures efficient and transparent procurement management.

Editing an order

To modify order details:

1. Locate the order in the orders overview list.
2. Click on the "Edit" button (the dots icon) next to the order.
3. In the edit form, you can update various details such as:
   • Items and quantities
   • Delivery information
   • Associated notes
4. Make the necessary changes in the editable fields.
5. Click "Save" or "Update" to confirm the changes.

Viewing order details

To access comprehensive information about an order:

1. Find the order in the overview list.
2. Click on the order ID or the "View" button.
3. This will open the order's detailed page, where you can see:
   • Full list of items or services ordered
   • Pricing and total cost
   • Delivery status and tracking information
   • Approval history
   • Associated documents (e.g., quotations, invoices)

The detailed view provides all necessary information for tracking and managing each order.

Approving or rejecting an order

For users with appropriate permissions:

1. Navigate to the order requiring action.
2. Review the order details thoroughly.
3. Click on the "Approve" or "Reject" button.
4. If rejecting, provide a reason in the comment box.
5. Confirm your decision.

Important considerations:

• Approval may trigger notifications to the supplier or finance department.
• Multiple approval levels may be required depending on order value or organizational policy.

Completing an order

When goods or services have been received:

1. Find the relevant order in the list.
2. Click on the "Mark as Received" or "Complete" button.
3. Enter any relevant details (e.g., actual delivery date, condition of goods).
4. Upload any necessary documentation (e.g., delivery notes, quality checks).
5. Confirm the completion.

After completion, the order status will be updated, allowing for invoice processing and payment.