This Help Article covers:

General/Overview:

The Orders Window for a Quoted Job initially displays a list of Product Lines pulled from the Quote for the Selected Supplier, Grouped in Sections according to the Products “Fix” Category.
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⚠️ NOTE: Before an Order can display a list of Products pulled from the Quoted the Quote needs to have been Accepted.

⚠️ NOTE: To Add an Order, the Supplier must be entered into Contacts. For more information on this see the Help Article: "Accounts - Supplier (Add - Edit - Remove)".

⚠️ NOTE: When placing Orders, using an Order Number that starts with the Job Number will automatically assign the Purchase Invoice to the Job. You can follow this with a “Space”, “Dash” or “Slash” and then any text you want. I.E. “1234 Mr John Doe”, “1234 – Mr John Doe” or “1234 / Mr John Doe”.

For a User to be able to Add or Edit an Order they need to be enabled on the Katipolt Desktop side. To do this they need to be added to a Katipolt Role with permission “Add/Edit Orders” toggled to "On".

Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays Katipolt “Add/Edit Orders” toggled to "On" OR from a Role toggle it to "On" > then select the person from the “Assigned To” dropdown to add

⚠️ NOTE: Toggling "Add/Edit Orders" to "On" also toggles "View Orders" to "On". You can Toggle just "View Orders" to "On" which allows a User to View Orders, but not Add or Edit an Order.

Adding Orders for a Quoted Job is done from the Orders Expandable Section of a Job’s Orders Top Tab.

Quick Flow:

1. From the Job Window, Press the More Top Tab and Select the option "Orders", then Press the Orders Expandable Section to expand, then Press the [+ADD] button to display the New Order Window

⚠️ NOTE: If the Job has multiple Site Visits, a Popup will asked you to select a Site Visit before the New Order Page displays, this is editable once the New Order Page displays.

2. From the New Order Window’s Supplier Details Section, Check/Edit the:

⚠️ NOTE: Default Order Type, "API" selection only displays for Corporate Supplier JA RUSSELL LTD, all other Suppliers only display "PDF", however, if you want, you can select "PDF" for Supplier JA RUSSELL LTD.

3. From the New Order Window’s Order Details Section, Check/Edit the :

Ordering the Quote's Products is done by editing the "This Order" field quantities of the list of Product Lines pulled from the Quote.

A Product's “Fix” Category Section can be Included/Excluded from the Order by Toggling the Included button "On" OR "Off".  This means that you can Order the 1st Fix Products separately from the Second Fix Products

💡 TIP: Further Orders will display in the "This Order" field any remaining quantity for the Product pulled from the Quote not Ordered in previous Orders.

 1.  From the New Order Window’s Additional Items Section, from the "Search products" Entry field, Enter a:

⚠️ NOTE: If you enter a Product Code for a Product that is already on the Order a Popup tells you this, you need to find the Order Line and edit the "This Order" quantity to include the additional requirement.

2. If the Order is complete, Press [SAVE AS DRAFT]

 1.  From the New Order Window’s Additional Items Section, Press the "Add custom product" Icon, then Enter a:

2.  If the Order is complete, Press [SAVE AS DRAFT]

1. Following the first [SAVE], the [PREVIEW & SEND] or [PREVIEW] button displays:

2. Press either the [PREVIEW & SEND] OR [PREVIEW] button to display the Order Preview Popup and view the Order

1. If the Order Type selected is "PDF", from the [SAVE AS DRAFT] dropdown, Select “Lock & mark as sent" to Lock the Order, then Press the [PREVIEW & SEND] button to display the Order Preview Popup

2. From the Order Preview Popup, Press:

💡 TIP: Press the Settings Icon, then Press "Show Pricing" to display the Product Pricing on the Order

1. If the Supplier selected is JA RUSSELL LTD and the Order Type selected is “API”, from the [SAVE AS DRAFT] dropdown, Select “Lock & send via API” to Lock the Order and send the Order directly into JA Russell Ltd’s system.

💡 TIP: Following “Lock & send via API”, if you require a "Hard copy" of the Order, return to the Preview Popup and download a copy.