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 optional.
What the order module is and what you can do with it: What can the order module do?.
The order module is part of the CRM licence module. To invoice from an order you also need the invoice module. Check that you see the Order menu. If not, check the rights menu_order and entity_order_create, or contact our support team.
Go to Configuration > Modules > Order settings and set the order number format, the start number and the file name. Do this before the first order: after that the start number cannot be changed.
More explanation: Order settings: order number and file name.
Create units (person, half day, hour), categories (room hire, packages, catering) and products for what you sell often, with price and VAT.
More explanation: Setting up products and categories.
In Configuration > Templates, create a pdf template with the context order, for example Quotation, in your own house style. Start with the example in the article and adapt it.
More explanation: Creating an order template.
Create an order with the blocks and products of your most common quotation and set the status to library. Repeat this for each standard offer.
More explanation: The order library.
Create an order from the library for a (test) customer, adjust the lines, add your template in Order output, look at the preview, choose Generate and save and email the document.
More explanation: Creating a good-looking quotation.
If you need extra data on the quotation, such as the number of guests or an IBAN, create order fields. If you create quotations from bookings, link the booking fields to the order fields.
More explanation: Order fields and From booking to order to invoice.
Have contracts and mandates signed with Box Sign. This requires a Box account and a configured integration.
More explanation: Having documents signed with Box Sign.
If the customer agrees, choose Create invoice or Create (partial) invoice on the order and set the order to the right status.
More explanation: From booking to order to invoice and Order statuses.
