The scope of data in the order form is shown in the table below:
| NAME FIELD | TYPE FIELD | DESCRIPTION |
|---|---|---|
| Order name (left side of the form) | Textbox | Required field. Field filled up by hand |
| Code (left side of the form) | Field filled up automatically | Another order number. The field will automatically be completed after clicking Save. |
| Status (left side of the form) | Field filled up automatically | Available statuses: in preparation, during approval, approved, rejected, sent to the supplier, completed, canceled, in progress |
| Template (left side of the form) | Check box | Allows you to choose an order template from previously created templates. |
| Sending order (left side of the form) | Textbox | Field filled up automatically. Insert information on the person who prepares the order. |
| Assigned merchant (left side of the form) | Check box | Allows you to assign a buyer to a given order. The person will be informed about accepting the order. |
| Supplier (left side of the form) | Check box | Required field. Allows you to choose a supplier from the company database. |
| Tax ID of the supplier (left side of the form) | Field filled up automatically | The field is completed after selecting the supplier. |
| Incoterm (left side of the form) | Check box | It allows you to indicate delivery terms from the drop-down list. |
| Agreement (left side of the form) | Check box | Allows you to link the contract to the order. Thanks to this, it is possible to track the level of contract usage. |
| Contact person (right side) | Single-choice field | Allows you to choose a contact person for the order. A person can be assigned on the organizational structure. |
| Delivery address (right side) | Check box | The delivery address provided in the organizational units is automatically assigned. You can add another / select from the list of available addresses. |
| Invoice address (right side) | Check box | The invoice address provided in the organizational units is automatically assigned. You can indicate another / select from the list of available addresses. |
| Delivery time (right side) | Date field | Field filled up by hand. It is possible to indicate the date using the calendar option. The field is linked to a notification informing the person sending the order about the upcoming delivery. Notification sent 24 hours before the delivery date. |
| Actual delivery time (right side) | Date field | Field filled up by hand. It is possible to indicate the date using the calendar option. 2 days before the date of the "actual delivery date", the color of the actual delivery date in the order table will change to "orange". The day after the "actual delivery date" date, the color will change to red. |
| Delivery terms (right side) | Textbox | Field refilled by hand. Allows you to indicate additional delivery conditions. |
| Currency (right side) | Check box | You can choose from the list: PLN, USD, GBP, EUR, CHF. |
| Payment terms (right side) | Textbox | Field filled up by hand. Allows you to indicate additional payment terms. |
Payment method (right side) | Check box | Allows you to choose a payment type from the drop-down list. |
| Date of dispatch (right side) | Check box | Field filled up automatically after sending the order to the supplier. |
| Show prices (right side) | Check box | It allows you to choose whether prices will be visible on a pdf document that will be sent to the Supplier. |
| Commodity | Check box | It is possible to indicate a category. Requirement to indicate at the lowest level |
Organizational unit | Election field | The possibility of indicating the organizational unit on behalf of which the order is created. |
| Ordered object | Table | Possibility to specify the subject of the order. In the table there is a possibility of entering data: Buyer Index, Supplier's Index, Name, Quantity, Unit of Measure, Net Price, VAT, Net Value, Delivery Address, Comment, Type of financing and Subjects. |
| Descriptive field | It is possible to add comments that will be downloaded to the order. E.g. the possibility of introducing a contact person. | |
| Attachments field | It is possible to add attachments that will be sent to the supplier together with the order |