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Orders

Last Updated: May 03, 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.