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Navigation

Open the order management via:
Navigation bar → Orders → Manage Orders

Note: The exact labels of the menu items may differ depending on the configuration of your LDB.

The following describes the functions for managing orders in the LDB.

Overview

The order is the central hub of the LDB – this is where all related data is collected and linked together:

How order, sample, result and report are connected:

• Customers hand you an order.
• An order contains one or more samples.
• Each sample holds any number of measurement results.
• At the end there is a report (also: certificate or certificate of analysis) and, depending on the configuration, an invoice.

Order management lets you:

• All orders at a glance – The tabular overview shows all recorded orders with the most important information at a glance. Using checkboxes, individual or all orders can be selected and then edited in bulk or passed on to further actions.
• Create, edit and archive orders – record new orders, maintain existing ones and keep track of the entire order process
• Filter and search – find orders specifically by status, tags and other criteria
• Manage reports and invoices – open linked reports and invoices directly from the overview
• Edit multiple orders at once – change entries or create invoices efficiently in a single step for preselected orders
• Export – output the order list as an Excel file
• Calendar view – display orders over time

Description of the tabular overview

The orders are shown in a tabular overview. The following table describes the columns.

Figure: Order management overview

Note: All texts shown in blue in the table are clickable links to the respective data types. Some columns are always present, others are configuration-dependent. The naming of the columns can likewise be configuration-dependent.

Functions

Search functions

Various search options are available to help you find orders quickly and precisely.

Quick search

The quick search enables a cross-data-type search without first switching to the respective area.

• The quick search field is located in the navigation bar at the top left. Focus the search field with / or s, or click into it and enter your search term.
• Use the search shortcut order:searchterm for a targeted search in the order area.

Simple search

• Use the search field directly above the order list (magnifier icon).
• Enter the search term (e.g. order number, description or customer name), click the magnifier icon or press Enter to start the search.

Advanced search / detailed search

• Click the slider icon to the left of the search field to open the advanced search mask.
• Filter by specific criteria such as search term, customer, date, status, tags, report and invoice status as well as further configuration-dependent fields.

Additional search and filter functions

• Use the dropdown filters in the top menu bar: Status and Tags.

Create a new order

• Open the Orders menu item in the navigation bar and select the appropriate order template to create the order.
• Alternatively: In the order overview, click the green + Add Order button at the top right.
• If order templates are configured, a dropdown opens for selecting a template.

Figure: Add order

Show an order's detail view

• Under Manage Orders, click the order number or the order name shown in blue.

Edit an existing order

• In the order's detail view, click the orange Edit order button.
• Alternatively: Under Manage Orders, click the pencil icon to the right of the order name.

Additional order actions

Bulk actions for orders

Using the Selected Orders… function, you can apply predefined actions such as edit, add invoice or generate labels to multiple orders.
First select the relevant orders and then choose the desired action.

• Select individual orders: Tick the checkbox to the left of the order number.
• Select all orders: Tick the select all checkbox at the bottom of the list.
• Open the Selected Orders… dropdown at the bottom of the list.
• Choose one of the available actions.

Figure: Actions for Selected Orders…

The available actions are configuration-dependent. Examples:

• show in Sample list – show the samples of the selected orders

• edit – adjust the entries of all previously selected orders at once. All entries are applied to every selected order.
  Note: Fields left blank leave the orders' existing values unchanged.
  
  Figure: Edit selected orders

• edit in table – edit the entries of multiple orders side by side in a clear table. Each order is shown in its own row and can be adjusted individually.
  
  Figure: Edit attributes in table

• Add Invoice – create an invoice for the selected orders

• Labels – generate labels for the selected orders

Calendar view

• In the top menu bar, click Calendar to display the orders sorted by receipt date in a calendar view.

Figure: Calendar view of orders

Excel export

• In the top menu bar, click Excel export.
• The search mask then opens and you can apply targeted filters before the export and select which fields should be exported.
• Click Excel export at the bottom to run the export.

Sorting of orders

Sorting logic

The list is ordered according to the configured sorting. The sorting can be adjusted in the system settings.

Number of orders per page

• The number of orders shown per page can be adjusted under Navigation bar → Settings → System settings (access rights required).
• In the advanced search mask, you can adjust the number of displayed results at the bottom right (max. 2000 per page).
• The current page and the total number of orders found are shown above the table on the right (e.g. 1 – 50 from 361).

Related topics

• Create/edit/delete ORDER
• Create report
• Create Invoice