Effective management of company orders
Perfect overview of company orders and their implementation process. The Contracts module makes it easy to keep track of deadlines, control tasks and work done. Within the module it is possible to clearly record any changes related to the implementation of the contract.
Keep order registration in one place - number, name, sub-order, customer and deadlines. The orders module guides every business case through its whole life cycle, from the moment it is logged to handover and closing.
Add your own columns - text, number, a date with deadline alerts, a pick list, a file or a link to another order. You decide which fields are mandatory or unique and shape the records to match your trade.
Define your own priorities, each with its own font and row background colour. At a glance you see which order is urgent - no searching, no extra clicks.
Quoted price, agreed price, invoiced amount and gross profit sit neatly in the detail header. The invoiced figure is even calculated automatically from issued invoices, so revenue and costs add up without manual lookups.
What you can use the orders module for
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Watching deadlines
Track the intake date and the due date of every order. Date fields with deadline alerts warn you in time, before anything slips through.
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A responsible team on every order
Assign an order manager, a contract guarantor and a bid author. Editing can be limited to the responsible team, so no unauthorised hand touches the order.
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Notes on the progress
Record communication and internal memos under your own note types. A private note is seen only by its author and the people you choose.
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Closing orders with a clear status
Close a finished order with a single button and mark it with a bold CLOSED status. Need it back? Reopen it - a separate permission keeps it all in check.
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Pohoda import and Excel export
Import orders in bulk from a Pohoda XLSX file - duplicate numbers are skipped automatically. The whole overview exports to Excel or prints whenever you need it.
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Costs, revenue and profit
The Costs and Revenue tabs show received and issued invoices, cash desk and warehouse withdrawals tied to the order. The header lights up the result: Revenue minus Costs.
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Printable production sheet
For orders involving production you print a production sheet summarising the order and its products - ready for the workshop, free of on-screen clutter.
Links with other modules
The orders module is no closed island - it shares data with the rest of eIntranet, so you never retype anything by hand.
Help/Wiki for this module can be found at: https://wiki.eintranet.net/en/modul/43/orders
How the orders module makes your work easier
Order registration in eIntranet brings deadlines, finances, responsible people and linked documents together in one place. Instead of scattered spreadsheets you get a single overview that keeps an eye on what happens on each order.