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The Item Database in Surface Solutions is a central tool for managing all items in your company. It is independent of packages and available to all users within the organization. The database contains both pre-made standard items and custom items created by y...

Lieferscheine in Surface Solutions dienen der Dokumentation und Nachverfolgung von Lieferungen innerhalb eines Auftrags. Sie werden direkt im Auftragseditor eines bestehenden Auftrags erstellt, sodass alle relevanten Informationen zum Auftrag und den Positione...

The Calculation Overview is the central entry point in Surface Solutions.Here, you can see all existing calculations in a clear card view. The menu item "Calculations" can be selected via the top navigation area (header).After clicking it, the overview opens,...

Offers in Surface Solutions form the central link between calculations and orders. They allow you to generate a professional offer for your customers based on a completed calculation—comprehensive, transparent, and in your corporate design. An offer summarize...

In Surface Solutions, offers can be created directly from a calculation. The prerequisite is that the calculation includes a customer. The customer provides the necessary information, such as address and contact person, which is automatically adopted into the ...

The Offer Overview in Surface Solutions provides central management of all created offers. It allows you to quickly review the status, details, and next steps for each offer. You can access the Offer Overview via the "Offers" item in your navigation bar. O...

A follow-up offer is used to make small changes based on an existing offer, without recalculating the underlying calculation. This function is particularly helpful when you want to adjust prices or quantities, or modify individual items, without having to repe...

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 c...

Invoices in Surface Solutions are created exclusively based on existing orders. This means that an invoice can only be generated if an order has a positive outstanding amount. If the outstanding amount is greater than 0, an invoice can be created. If the outst...

Credit notes in Surface Solutions are created exclusively from existing orders. A credit note can only be generated if the outstanding amount of an order is negative. The outstanding amount is automatically calculated:It results from the sum of all order item...

The order overview provides a structured display of all orders in your system and functions similarly to the calculation overview.Each order is presented as a card, offering a quick summary of the most important information. You can access the order overview ...

The Order Editor is the central page for managing an individual order. It opens when you click on an order in the order overview. On this page, all relevant information about the order is displayed and can be edited. At the top of the editor, you can see the ...

Orders allow you to represent won offers. They enable you to track costs and create invoices or credit notes. An order can only be created from a won offer. To create an order, first set the status of an offer to Won. After doing so, the Generate Order button...

Delivery notes in Surface Solutions are used for documenting and tracking deliveries within an order. They are created directly in the Order Editor of an existing order, so that all relevant information about the order and its items is automatically included. ...

The invoice overview provides a central view of all invoices created in the system. From here, invoices can be viewed, exported, sent by email, or opened directly in the associated order. You can access the invoice overview via the “Invoices” section in the n...

Invoices can be canceled directly from the invoice overview or in the invoice editor.To cancel an invoice, select “canceled” in the Status field. A confirmation dialog will then appear, where you must confirm the action. The cancellation is only executed after...

In the Invoice Overview, users have access to the Bulk Export function to export multiple invoices at once. Process Click the "Bulk Export" button in the top right corner. A dialog opens where you can set a date range for the export. After co...

With Surface Solutions, you can make your invoicing efficient, transparent, and traceable. It allows you to manage invoices, credit notes, and cancellation invoices in a structured way, issue partial invoices, automatically calculate totals, and handle export ...

In the document definition, you determine how all documents generated by Surface Solutions appear and which standard information they contain. This applies to invoices, cancellation invoices, credit notes, purchase orders, and emails. Through the document defi...

The document definition for offers in Surface Solutions allows you to centrally control the layout, content, and default values for all offers. This applies to all offers created within the organization. Through the document definition, you specify which infor...