You can perform various actions on Orders in Deskera Books, such as Editing, Copying and Printing the Order.
Follow the steps as mentioned below to make changes to the orders you have added:
The Contextual menu in an Order document contains various functions available for the selected order.
Click the Delete (bin icon) to remove the current product line, or add more products using the + Add Product button
1. Go to the Buy tab and click on the Order tab.
2. Select the desired order from the Order List and you'll be directed to the Order Document.
3. Open the Contextual menu (three vertical dots) on the top right-hand corner, and select from the options that are available:
- Do note that you can only edit Orders that have not recorded any quantity of Products received.
- Click ‘Edit’ to edit the following fields: Product, Description, Quantity, Unit Price Discount, Order Date, Due Date, Receive In, Tick/untick the Tax-Inclusive Checkbox.
- You can also Delete the product indicated at the line level by clicking the bin icon next to the Amount(SGD) field.
- Remember to click Save to save any changes made.
- Click on the ‘Copy’ ‘button’ to create a duplicate Order in the system
- This will bring you to a page auto-filled with the same details as the selected Order.
- You may choose to make any edits if necessary before saving.
- Click ‘Print’ to open a new tab and view the selected Order in PDF format.
Is there a Delete Function?
Unfortunately, there is no Delete function for Orders. However, you can use the Close function to mark Orders as Closed. This shifts the selected Order to the Closed tab with the status 'Archived'.
Orders with status 'Canceled' can be reopened by using the Contextual menu within the Archived tab, and clicking 'Reopen'.
Do note that Bills that you have paid for completely and marked as received are also moved to the Closed tab. However, these Bills are marked as 'Complete' instead of 'Canceled'.
Reopen the order document in the Closed tab by clicking 'Reopen' in the contextual menu of a Canceled order
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