Order Dashboard

Overview

The Order Dashboard provides a complete overview of all orders. It enables users to monitor and manage order details, including product names, customer information, and payment statuses, in an organized table.

Key Features

1. Order List Table

   • Displays all orders in an organized table format

   • Columns include: Product Name, Customer Name, Date, Order Number, Order Status, Assigned Location, Payment type, Amount, Discount, Amount Received, Balance Amount and profit amount.

   • Allows sorting and filtering by customer name, order date, order number, and product.

2. Search and Filter Options

   • Quickly search for orders using keywords such as customer name, bill number, and product.

   • Apply filters to view orders by date range, payment status, and tracking status.

3. Order Tracking Status

   • View the current tracking status of each order (e.g., Pending, In Progress, Shipped, Delivered).

   • Tracking updates are reflected instantly for better visibility.

4. Print Bills

   • Generate and print detailed order bills directly from the list.

   • Includes all necessary details such as products name, price, quantity, bill number, customer name, tax, total amount, and balance amount.

   • You can print the separate bills for all orders

5. Navigation to New Order

   • A prominent New Order button redirects users to create a new order with all necessary details.

New Order Creation

Overview

The New Order Creation page allows users to record new orders efficiently. It includes a form that captures all key details, ensuring accuracy and seamless order management.

Key Features

1. Order Entry Form

   • Order date
   • Order By
   • Assigned Location
   • Order Stage
   • Customer Name (After selecting a customer, the previously pending amounts from that customer are shown below the field.)
   • Products Name
     • Quantity
     • Purchase Cost
     • Sale Price
     • Tax
   • Loading, UnLoading and Transport Charge
   • Tax
   • Discount

   • Round Off (You can round off the total amount by selecting increase or decrease)

   • Use Extra amount (If selected customer have already paid an extra amount for previous sales/orders or made a transaction, that amount will be added to the extra amount. If you check this box, that amount will be used for the current order.)

   • Payment Type
   • Amount Received
   • Notes

   • Dropdowns and auto-suggestions make selecting products and customers fast and error-free.

2. Automatic Tax Calculation

   • Automatically calculates the separate tax amount based on products and quantity

   • Displays the sum of tax amount for calculating total amount.

3. Calculation Assistance

   • Automatically calculates the total amount based on product count and price, loading charges, transport charges and discount.

   • You can round off the total amount by selecting increase or decrease.

   • Displays the balance amount (if any) after entering the paid amount.

   • If there is a pending amount, it will be displayed in the Pending Bills list on the Dashboard and in the customer View.

   • If you add an extra amount to the order, it will be recorded as a customer transaction. This extra amount will be shown as the balance amount (extra amount received from the customer) in customer view.

4. Order Tracking Initialization

   • Users can set the initial tracking status (e.g., Pending or In Progress) while creating the order.

   • Provides an easy way to start tracking the order journey

5. Save and Redirect

   • Save the new order with one click and redirect to the Order Dashboard to view it in the list.

6. Edit or Update Records

   • Modify any aspect of the order, such as customer name, product quantity, or discounts.

   • Update the order tracking status to reflect its current progress (e.g., Shipped or Delivered).

7. Add Amount and Upload files Option

   • Easily add additional payments to the order.

   • Automatically adjusts the balance amount after recording new payments.

   • You can upload images, files regarding orders

Overall Features of the Order Module

Comprehensive Order Management

• Record, manage, and monitor all orders with full details, including product information, customer names, and payment records.

• Track orders from creation to delivery with real-time status updates.

Order Tracking

• Maintain real-time tracking of orders with statuses such as Pending, In Progress, Shipped, and Delivered.

• Helps users stay updated on order progress.

Edit and Update Functionality

• Easily modify existing orders, including tracking status, customer details, and discounts.

• Update payment records and automatically recalculate the balance amount.

Automated Calculations

• Automatically calculate total order amount, discount, amount received, balance amounts, and profit amount

• Reduces manual errors and speeds up transaction processing.

1. Print Bills

   • Generate and print detailed order bills directly from the list.

   • Includes all necessary details such as products name, quantity, bill number, customer name, tax, total amount, payment status, and balance amount.

   • You can print the separate bills for all orders

2. Real-Time Insights

   • View and analyze order performance at a glance on the Dashboard.

   • Track cash flow and balance amounts to ensure smooth financial operations.

   • Generate daily, weekly, monthly, or yearly orders reports.

   • Gain insights into top-selling products, customer trends, and overall revenue.