When entering the Order detail screen, you will first enter it in View state.


In the basics the Order screen is very similar to the quote screen:

At the top: General Order details

At the middle: Pricing tables

At the bottom: Excluded services


In the pricing tables 1 column is additional compared to the Quotation, which is the actual costs column where you can compare the estimated costs to the actual costs.


If there are any invoices created, you will notice this by the additional line with the invoice (number and sell price).


Via the actions menu you will have the following options:


  • Edit: will bring you to the Edit state of the Order detail screen.
  • Create Invoice: Will enable you to create an invoice¬†
  • Cancel Order: Will change the status of the Order to Cancelled
  • Complete Order: Will change the status of the order to Completed