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Navigation

To open the detail view of an order, follow this path:
Navigation bar → Orders → Orders → Click on the number or name of the desired order

You always cam use the search functions, to find a specific order quickly and precisely.

Note: The exact labels of the menu items may differ depending on the configuration of your LDB. Only populated areas or areas enabled for you are shown.

Overview

The detail view bundles all essential information of an order and provides the related data via tabs. It allows you to:

• View the orders attributes (customer, order date, status, description, etc.)
• Add, open and manage linked data via the tabs (Notes, Files, Samples, Reports, Invoicing, etc.)
• Change the order status, including viewing the status history
• Edit and copy the order
• Add tasks to the order

Note: Which tabs and areas are shown depends on the configuration, permissions and available data. Only populated areas or areas enabled for you are shown. The naming of the tabs can also be configuration-dependent.

Structure of the detail view

Figure: Detail view of an order (tab Samples active)

Header area

In the header area you see the order number and the name of the order as well as the current status.

• Status line: The current status (e.g. completed) is shown as a coloured symbol.
  • Use the pencil symbol to change the status.
  • Use the history symbol (clock) to open the status history.

Tab menu

Below the header area you find the tab menu. Use the tabs to switch between the data areas belonging to the order. The small number (badge) on a tab shows the number of existing entries (e.g. Samples 3, Reports 1, Invoicing 2).

To the right of the tab menu you find two additional functions:

• Add new task / task symbol (checklist): The Add new task button opens the mask for creating a task, which is automatically linked to the order.
• Edit Order: The orange Edit Order button opens the editing mask of the order. Only shown with the corresponding permission.

Content area of selected tab

The content area shows the content of the currently selected tab. The active tab is highlighted in blue.

Content area tab Samples:

• Use the + Add Sample button to create a new sample. Use the arrow (dropdown) to select the template on which the sample is based.
• Use show Samples list to switch to the full sample list of the order.
• Use Show results table to open the tabular results overview of the samples.
• Use show Diagram to open the graphical presentation of the results.
• The table lists the samples of the order with the columns Label, Sample, Favourite, Editor, Date, Description and Status. The blue sample number is a link to the detail view of the sample.
• Use the symbols in the sample row to edit the sample (pencil symbol) or copy it (copy symbol); use the star symbol to mark the sample as a favourite.

Figure: Tab with content area Samples in the detail view of an order

Content area tab Reports:

• Use the Create report button to create a new report.
• Use Upload PDF report to store an existing report as a PDF.
• Use Show reports overview to switch to the full report list.
• The table lists the existing reports with the columns Report, Date and Status. The blue report name is a link to the detail view of the report.
• Use the symbols in the report row to edit the report (pencil symbol), sign it (pencil-with-paper symbol), send it (envelope symbol) and open a preview (magnifier symbol).

Figure: Tab with content area Reports in the detail view of an order

Content area tab_Invoicing_:

• Use the + Add Price list item button to record a new price list item.
• Use Suggest Price list Items to have suitable items suggested automatically.
• The table lists the price list items with the columns Unit price, Quantity and Total price; the footer shows the total quantity and the total sum. An additional description can be shown for each item.
• If the order has already been invoiced, a note with a link to the corresponding invoice appears above the table (e.g. offset in Invoice R26004) together with a status label (e.g. 9 days overdue).

Figure: Tab with content area Invoicing in the detail view of an order

Note: If an order is assigned to an already paid invoice, the price list items can no longer be changed.

Side area

To the right of the content area, the attributes of the order and – depending on the configuration and available data – supplementary areas are displayed.

Note: Depending on the available data and configuration, further entries may appear, e.g. configured attributes (additional fields).

In the side area, additional actions are available – depending on permission and configuration – including Copy Order, Evaluations, Send order confirmation and opening worksheets.

Change status

• In the status line in the header area, click the pencil symbol.
• Select the desired status and save.
• Use the history symbol (clock) to view the previous status history.

Edit order

• Click the Edit Order button at the top right.

Figure: Edit order

Further information: Create/edit/delete ORDER

Add a task to the order

• Click the Add new task button at the top right (checklist symbol).
• Record the task for the order.

Copy order

• In the side area, click Copy Order to be able to adjust the copy afterwards. This function is only shown with the corresponding permission.

Send an e-mail to the order

• Click the Notes tab.
• In the lower left area, click Send e-mail to order.
• A new e-mail opens in your e-mail program – with the order number as the subject and the note inbound address of the LDB as the recipient.
• After sending, the e-mail is automatically added as a note to the order and appears in the Notes tab.

Show the audit trail of the order

• At the bottom of the page in the left area, click Show audit trail.

Related topics and further information

• Create/edit/delete ORDER
• Add/Edit/Delete samples
• Create report
• Access rights
• Status management