Order details

Use this dialog to view or edit a single order: its details and totals on the Order tab, and its line items on the Order items tab.

Order Tab

An Active / Inactive switch at the top sets the order's status. Below it:

• Client — an autocomplete of your organisation's clients; required before you can save.
• Order reference — free text.
• Currency — up to three characters.
• Gross total — the order's gross amount.
• Discount — a promotion autocomplete shown by code; choosing one links the order to that promotion.
• Discount total — the discount amount.
• VAT total — the VAT amount.
• Paid at — a date-and-time field.
• Tag — free text.

The save button stays disabled until you have changed something and a client is selected. Closing the dialog discards unsaved changes — if there are any, you are asked to confirm first. Without the client-write permission the dialog is read-only and the save button is not shown.

Order Items Tab

This tab lists the order's line items in an editable table.

1. Select + to add a new item; it starts with a quantity of 1.
2. Edit a row's Quantity, Gross, Discount, VAT, or Tag directly in the table.
3. Use the row's delete action to remove an item. Removing a previously saved item marks it as deleted rather than dropping it outright; removing a newly added, unsaved item discards it immediately.

Saving stores the order together with all of its items in one step. See Orders for the list this dialog is opened from, including how saved orders and their items appear afterwards.