Overview

Orders in Surface Solutions serve as the central management layer for all order processes. They allow you to generate orders from won offers, manage positions, monitor order status and progress, and directly create invoices or credit notes.

With orders, you can:

• Create and manage orders from won offers
• Edit, duplicate, delete, or add new positions
• View material requirements and order notes centrally
• Track and monitor the status of each order
• Create invoices when the outstanding amount is positive
• Create credit notes when the outstanding amount is negative

Orders are modular in structure and consist of several sections:

1. Order Overview:
   Displays all orders in a clear layout. Here, you can view information such as status, timeline, total order value, invoiced orders, and open orders. From this view, you can navigate directly to the related offers or invoices.
   
2. Order Editor:
   Allows detailed editing of individual orders. You can add, edit, delete, or duplicate positions, apply discounts, manage attachments, add notes, and view material requirements. Outstanding amounts are displayed and used directly for creating invoices or credit notes.