TAG LINE
SMALL TITLE

Account Orders Screen

Last Updated: Jul 07, 2021

Orders are configured in Account / Profile / Orders

Overview

This screen allows you to view, draft and complete sales orders. Orders contain a collection of account-packages which can easily added in bulk and then billed and invoiced. Orders can be created directly in the LogiSense Billing AdminPortal or alternatively, populated in another application and pushed down to an account in LogiSense Billing (for instance, an order can be setup in Salesforce and sent to the LogiSense Billing application to be completed).

This article and the guides under it will cover the options available on the order screen and how to draft and complete orders.

Orders Panel

The Orders panel towards the left of this screen allows you to select existing orders present on the account so that you can view the order settings on the Order Detail panel on the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.

Actions

Icon

Description

Allows you to edit the selected order details

Completes the order, adding the account-packages under the order to the account

Deletes the selected order

Adds a new draft order to the account

Edit Order Detail Panel

The information in this panel reflects the currently selected order. From here you can view order details. If you wish to edit order details you can click the (emoji) icon in the Orders panel on the left.

Order Detail Fields and Options:

  • Order #: an auto-generated number for the order which cannot be edited

  • External Order #: this value can be entered when creating an order in the LogiSense Billing application, but is typically populated when integrating with an external sales application (e.g. Salesforce). When integrating with an external application this value will be automatically populated by that application

  • Status: the status of the order. Orders will be in a ‘Draft’ state until completed. This setting is set by the system and is read only

  • Customer Purchase Order #: this value can be entered when creating an order in the LogiSense Billing application, but is typically populated when integrating with an external sales application (e.g. Salesforce). When integrating with an external application this value will be automatically populated by that application

  • Estimated Total: this value will be provided by an external application, provided the application in question generates an estimate value

  • Date: the date of the order. Orders in a draft state will not display a value in this field

  • Order Bill Date: the date the order was billed. Unbilled orders (e.g. those in a draft state) will not display a value in this field

Summary tab

This tab lists the packages in the order and their quantities. You can click on the (emoji) icon to expand the package details and view the services under each package. Service details will include the service price and service quantity ordered.

These values cannot be directly edited. If draft order details are incorrect you can edit the order by clicking on the (emoji) icon in the Orders panel on the left.

Shipping tab

This tab displays the shipping details for the order (if any).

These values cannot be directly edited. If draft order details are incorrect you can edit the order by clicking on the (emoji) icon in the Orders panel on the left.


Guides

Adding and Completing Orders

Note: if you are looking to add Orders using Salesforce see the Salesforce User Guide for instructions.

  1. On the Orders screen under the Orders heading click on the (emoji) icon to add a new order

  2. Optional: External Order numbers and Purchase Order numbers can be supplied here if known

  3. Specify the Date of the order

  4. Click the >>Next button

  5. If you wish to utilize a particular price plan to apply customized package pricing then select a Product Code here

  6. In the Package field type in the name of the package you wish to add to the order

  7. Select the package Frequency and specify the package Quantity to be ordered

  8. Select the Status that you wish the services to be in

  9. If the package is configured to allow optional services you can adjust the service Quantity as well, otherwise these values will be uneditable

  10. To add additional packages to the order click the (emoji) icon in the upper right of the Add Order panel and then populate the package and service details as described in the steps above

  11. When all of the packages have been added to the order click >>Next

  12. At the Personalize stage you can adjust service charges for each service under the package. You can also click on the (emoji) icon to the right of the service to adjust package and service settings. Modify the pricing and package/service settings as desired and then click >>Next

  13. Next you can setup additional charges if desired by clicking the (emoji) icon in the upper right of the Add Order panel

  14. Specify the Service, Amount and Detail (what the charge is for) on each charge added and click >>Next when finished adding charges

  15. If the order is being shipped populate the shipping contact details. Click >>Next when you have finished with this stage

  16. The final phase lets you review your order for accuracy. Click the (emoji) icon next to the package to expand and reveal its details. If the order is accurate click the Save button

  17. The draft order will now be listed on the account with an order number. When you are ready to complete the order click on the (emoji) button under the Orders heading

  18. On the Complete Order modal that loads select the desired settings:

    1. Bill Now: bill what is in the order now. If left unchecked the account-packages will not be billed immediately, instead they will be billed when the account is billed

    2. Deliver Invoice: if billing the order, you can also opt to invoice the customer for the order. This option will not be available if ‘Bill Now’ has not been selected

    3. Collect Payments: if billing the order, you can also opt to collect payments (provided LogiSense Billing has been integrated with a payment gateway and the account has an Auto-pay payment method set). This option will not be available if ‘Bill Now’ has not been selected

    4. Currency Exchange: the currency exchange rates you wish to use for this order

    5. GL Posting Date: the general ledger posting date you wish to use for accounting purposes

  19. Click Complete Order when ready and the order will begin to be processConfigu

The Status of the order will be displayed in the Orders panel on the left (creating, billing, etc.).


Editing Orders

Note: only draft orders can be edited. Completed orders or orders in progress cannot be modified

  1. Under the Orders panel select the draft order you wish to edit

  2. Click on the (emoji) icon to edit the order. Note: Fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified

  3. Add/Modify the packages, charges and other settings in the order as desired.


Deleting Orders

Note: processing or completed orders cannot be deleted, only draft orders may be deleted.

  1. Under the Orders panel select the draft order you wish to delete

  2. Click on the (emoji) icon

  3. When prompted confirm that you wish to delete the order by clicking Yes