How do I create a new order?
How do I create a new order?
Have parts been added to your estimation? Time to order them!
To order the parts, go to the “Repair” tab. Then select “Parts order”.
Click the “New” button to create a new order. If orders have already been created in the job, you will be able to view them here along with the status of the order and its underlying order lines.
Are multiple jobs linked together in a group? In that case, the orders from the connected jobs will also be displayed under “Items on orders from connected jobs.”
To create the order, first select the desired supplier.
Cavalato will automatically suggest the relation whose primary role is “Supplier.” Would you like to select a different relation? Adjust the filter under “Primary role.”
Once the correct supplier is linked to the order, you can select the desired parts. Select all items from the estimation with the “All” button, or make a manual selection by ticking the items individually.
We will show you all the parts that have been added to the estimations in the job. In the “Estimation” column, you can see on which estimation (number) the part was added and what the function of that estimation is (RO, planning, or invoicing). You can also filter by estimation.
Is your job linked to another (connected) job? In that case, we also show the parts that were added to the estimations of the connected jobs.
In the “Job” column, you can see to which job the parts were entered. You can also filter by job number.
Is your job linked to another (connected) job? In that case, we also show the parts that were added to the estimations of the connected jobs.
In the “Name” column, you will see the name of the part as it was entered in the estimation (filterable).
In the “Number” column, the part number will be shown if it was filled in on the estimation.
In the “Ordered” column, a number will be displayed if the part has already been ordered. This shows the quantity already ordered.
All parts selected? Then click “Create order.”
The parts you selected will be transferred to the order. Want to change something? Click the line you want to edit and adjust it.
Forgot to add a part? Click the “New” button. This way you can manually add additional parts and items to your order.
At the top, you can add the desired delivery date and a comment. These fields are optional and not mandatory.
Ready to place the order? Click “Communicate” to email the order.
A communication template “Order” will automatically open. Under “Relation”, the selected supplier will already be filled in.
Order reviewed, photos added if necessary? Then go ahead and send it!
The status of the order will automatically change to “Ordered.”
At the top of the order, a notification will appear so you can see which user placed the order, when the order was sent, and what the current status of the order is.
