Getting started with the order module
With these steps you set up the order module in an afternoon and create your first quotation. Each step links to an article with more explanation. Steps 7 and 8 are...
What can the order module do?
With the order module you put together a tailor-made proposal: a quotation, contract, agreement or mandate. A booking is bound to what you have set up on the object...
Order settings: order number and file name
In the order settings you decide what order numbers and file names of order documents look like. Set this up before you create the first order: the start number...
Setting up products and categories
Products are ready-made order lines. You set them up once and then add them to an order with one click, with the right description, price, unit and VAT. That saves...
How do order lines, totals, discount and VAT work?
An order consists of blocks and each block of order lines. Here you read what the fields of a line do and how i-Reserve calculates the totals.
Order fields: extra data on your order
With order fields you add extra data to an order, next to the standard fields. Think of the number of guests, the contact person on the day itself, a reference...
The order library: reusing standard quotations
In the order library you keep complete orders as templates: your standard quotation, a meeting package, a licence agreement. You then create a new order in a few...
Creating an order template: quotation, contract, agreement or SEPA mandate
The document you create from an order, such as a quotation, contract, agreement or SEPA mandate, is based on an order template. You create the template once, in...
Creating a good-looking quotation
A good quotation is clear, explains what the customer gets and is quick to make. This is how you get that out of the order module.
Having documents signed with Box Sign
With the Box integration you have a customer sign documents of an order digitally with Box Sign, for example a contract and a SEPA mandate at the same time. After...
