Create Order

Creating an Order

There are two ways to create an order:

From the Order Menu

1. Navigate to the Order section from the main menu.

2. Click Create Order in the top bar.

From the Account Menu

1. Go to the Accounts menu.

2. Select the relevant Account.

3. Click Create Order in the top menu.

Order Details

On the Order page, the Order Details section is available in the left submenu. Below are the key fields:

Order Details

• Description: Provide details about the order (if necessary).

• Account: Select the client account for the order (if created from the Orders section).

• Invoice Account: Choose a different account for invoicing (if applicable).

• Order Type:

  • Subscription: Invoiced and recognized over time based on settings.

  • Sales Order: A one-time sale with a single invoice.

• Currency: Client’s contracted currency

Terms

• Subscription Type: If applicable
  • Termed: Fixed duration with an end date.
  • Evergreen: No end date.

• Effective Start Date: Date when the order begins.

• Effective End Date: End date for Termed subscriptions.

• Initial Term (Months): Length of the original agreement.

• Renewal Term (Months): Renewal duration after the initial term.

• Auto-Renewal: Enables automatic renewal after the initial term.

• Notice Period (Months): Time before automatic renewal occurs

• Payment Method: Selected payment option for invoices.

• Order Date: Date the order was signed (for reporting purposes).

Invoice Settings

• Invoice Separate: Generates a standalone invoice for this order.

• Your Order Number: Custom reference number.

• Payment Term: Days from the invoice date until expiration.

• Use Account Invoice Batch Group: If the order should be invoiced according to the invoice account's batch group.

• Invoice Address: Invoice address.

• Delivery Address: Shipping address.

• Invoice Template: Select a template for generating the PDF invoice.

• Our/Your Reference: References on the invoice.

• Remarks: A text field displayed as a note on the invoice.

• Custom Fields: User-defined fields for additional information.

Order Product

All orders must include at least one product.

1. Click Select Product.

2. Choose a product from the list.

3. If applicable, select the charge plan.

Order Product Charge 

All products added to an order will automatically inherit their default charge details from the product catalog.

Charge Information

• Description: Line item name on the invoice.

• Charge Type:

  • One-Off: Billed once.

  • Recurring: Periodic billing.

  • Usage: Billed based on product usage (postpaid).

  • Measured: Usage-based charge that can be prepaid.

• Charge Model:

  • Flat: Fixed price.

  • Quantity: Price per unit.

  • Volume: Tiered pricing per quantity range.

  • Tiered: Different tiers with cumulative pricing.

• Start On:

  • Align to Order: Matches order start date.

  • Specific Date: Custom start date.

  • Milestone: Starts when a milestone is reached.

• End On:

  • Align to Order: Matches order end date.

  • Specific Date: Custom end date.

  • Milestone: Ends when a milestone is reached.

• Price Period: Specifies the time frame the pricing details apply to

• Quantity: Units purchased (if applicable).

• Unit of Measure (UOM): Measurement unit for non-flat charges.

• Remarks: A text field displayed as a note on the invoice line.

Financial Configuration

• Billing Period: Frequency of billing.

• Period Alignment: Determines when the billing cycle begins/from when the entire billing period should be covered.

• Billing Day: 

• Revenue Recognition Rule: Defines revenue recognition method.

• Recognized Revenue: Revenue account

• Deferred Revenue: Where deferred revenue is booked

• Tax Template: Tax rules applicable to the charge

• Billing Timing:

  • Advance: Billed before the charge period.

  • Arrears: Billed after the charge period.

• Tax Included: Defines if tax is included in the price.

Order Product Charge Details

1. List price: Standard product price
2. Discount (%): Percentage based discount
3. Discount amount: Fixed discount value(automatically calculated between List price and discount percentage).
4. Price: Outgoing price to customer(List price - Discount amount = Price).

For tiered pricing models:

1. Update/Create a Price Tier

   • From: Starting quantity.

   • To: Upper limit of the tier.

   • Price: Outgoing price to customer(List price - Discount amount = Price).

   • Price Base:

     • Flat: Fixed price per tier.

     • Per Unit: Price per quantity.

2. Discount (%): Percentage-based discount.

3. Discount Amount: Fixed discount value (automatically calculated between List price and discount percentage).

4. List Price: Standard product price. 

5. Add tier if applicable

Activating the Order

Once the order is complete:

• Click Activate to finalize the order.

• Click Save Draft to keep the order inactive for modifications.

• Once activated, updates require a change order, generating a new version.