Comprehensive Overview: The Order Module Ecosystem
The Order Module is a robust, integrated management system designed to streamline the entire reservation lifecycle—from backend configuration to customer-specific execution. The system is governed by a four-step setup wizard that empowers administrators to define order types (Step 1), create dynamic custom fields (Step 2), assign visual color-coded statuses (Step 3), and customize dashboard field visibility (Step 4). Beyond initial setup, the module creates a seamless link between the main calendar week-view, where real-time orders are filtered and tracked, and the Single Customer Profile, ensuring every booking is perfectly synchronized with guest data, tax details, and financial documentation.
Navigating to Order Settings
To begin the four-step configuration wizard for the Order Module, follow this navigation path within the admin interface:
1. Accessing the Settings Menu
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3. Initializing the Setup
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Step 1/4: The system will automatically open the Order configuration page, starting at Step 1/4.
Activating Setting-Order via Biz1 Settings
To enable and access the Setting-order configuration module, follow these administrative steps:
- Access System Settings: Navigate to your user profile and select the Biz1 Settings tab from the top navigation bar.
- Open Module Configuration: Click on "module" from the Biz1 Settings dropdown list.
- Toggle Activation: Locate the ORDER module in the list and ensure the toggle is switched "On" (indicated by a green checkmark).
- Verify Progress: The interface will show a 1/2 progress circle at the top, indicating you are in the first phase of module activation.
- Navigate to Special Modules: Once activated, click on the Special Modules tab in the settings menu.
- Access Order Settings: Find and click on "Setting - order" in the vertical sidebar list to begin configuring order parameters.
Step 1: Core Order ConfigurationThe first step of the configuration wizard, titled "Order" (1/4), establishes the primary service types and global visibility settings for the module.
1. Primary Purpose and Usage
- Service Definition: Define the core list of order types available for selection when creating a booking (e.g., martinoz, swiggy).
- Pricing and Duration Rules: Set the base Price and Min days (minimum stay duration) required for each specific order type.
- Database Management: Manage the inventory using the "+" button to add items, or the Pencil and Trash icons to edit or delete entries.
2. Global Navigation & Conditions
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Show in Top Header Order List: A toggle control that determines if these order types appear as quick-access shortcuts in the system's main top navigation bar.
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Owner-Only Visibility: The "Show in top header" toggle is a conditional setting visible only when the current user is the organization owner.
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Wizard Progression: This stage prepares the system for Step 2 (Order custom fields), where specialized data inputs are added.
Adding a New Order Type (Step 1)
In Step 1/4, you establish the core products and operational rules for your module.
1. Setup & Identity
- Start: Click the "+" icon at the top right of the table to open the creation modal.
- Basics: Assign a Name, set the Price, and select a scheduling Type (e.g., "With date").
- Details: Enter the City and Area, and fill in the Overview, Rates, and Package text areas.
2. Critical Rules & Toggles
- Payment & Logic: Use checkboxes to enable Force Payment (requires immediate payment), Assign Product (links a specific product), or Include VAT.
- Limits & Tax: Set a Maximum Order limit and specify a VAT percentage if the tax toggle is active.
- Assets: Upload images via Choose File and select an Email Template for automated customer alerts.
3. Saving & Review
- Finish: Click Submit to save the entry.
- Review: The order type appears in the list with its Id, Name, Price, and Min days (minimum stay requirement).
Step 2: Order Custom Fields (2/4)
This step allows you to define specialized data inputs that appear when creating or editing a booking.
1. Field Configuration
- Input Types: Select the field type (e.g., text, radio, numeric, or select) from the Custom Fields dropdown.
- Multi-language Labels: Assign both Hebrew and English labels for each field.
- Financial Tracking: Optionally define a Price and Cost Price for specific field selections.
- Logic: Use the Dependency checkbox to create conditional fields that only appear based on previous answers.
2. Management & Integration
- Active List: A table displays all existing fields with their labels and types (e.g., "radio").
-Quick Actions: Use the Pencil icon to edit or the Trash icon to delete fields.
-Reservation Link: Once saved via the Save button, these fields automatically appear in the "Add reservation" modal.
Step 2: Custom Field Types (2/4)
When creating custom fields for the Order module, you can choose from a variety of input types to capture specific data.
1. Standard Input Types
- Text & Number: Basic fields for alphanumeric or purely numeric data entry.
- Yes/No: Toggle or radio selection for binary choices.
- Select (Options): A dropdown menu for choosing from a predefined list.
- Date & Hours: Specialized pickers for calendar dates and specific timestamps.
2. Advanced Data & Organization
- Tags: Used for categorizing orders with searchable keywords.
- Group: Allows for the logical clustering of related data points.
- Title: Used for creating section headers or organizational labels within the order form.
3. Functional & Automated Types
- Button: Triggers a specific action or webhook when clicked.
- Automation: Integrates the field with predefined automated workflows.
- Calc: A calculation field that uses formulas to generate values based on other inputs.
Step 3: Order Status (3/4)
The third step of the configuration wizard, titled "Order Status", is used to define the various stages an order can pass through and assign them visual identifiers.
1. Status Customization
- Global Title: You can set a custom Order Status Title (e.g., "ORDER STATUS") that will apply across the module.
- Creation: To add a new status, enter the name in the TEXT field and select a representative color using the COLOR picker.
- Visual Identity: Assigning distinct colors helps users quickly identify an order's state.
2. Database & Management
-Status Table: All defined statuses are listed in a table showing their unique ID, Status Name, and assigned Color.
- Action Icons: Use the Pencil icon to modify a status or the Trash icon to remove it from the system.
- Navigation: Use the Back button to return to custom fields or click Next to proceed to Step 4 (Field list).
Step 4: Field List Configuration (4/4)
The final stage of the Order settings wizard, titled "Field list", allows you to customize the layout and columns of your main order dashboard.
1. Dashboard Column Customization
- Field Selection: Use the dropdown menus (e.g., LIST ORDER 1, LIST ORDER 2) to select which data points (such as Date or Name) should appear as columns in the order list view.
- Priority Ordering: The sequence of these fields determines the left-to-right order on your dashboard, ensuring the most critical information is visible first.
- Dynamic Adjustment: Use the "+" button to add new field slots to your list or the "-" button to remove unnecessary columns.
2. Saving and Finalization
- Save Changes: Click the Save button to apply your custom layout to the order module.
- Wizard Completion: This step completes the 4/4 progress cycle, finalizing your Order module ecosystem from core definitions to final display.
Accessing and Navigating the Order Module
To manage your bookings, use the following shortcuts and layout controls:
1. Opening the Module
- Main Sidebar: Click the Cart/Basket icon at the bottom of the left-hand vertical menu to launch the module.
- Header Shortcut: If enabled in settings, click specific Order Types in the top navigation bar for instant access.
Order Module Page: Calendar & Management Overview
The Order Module page acts as the primary interface for tracking and managing all reservations through a dynamic week-view calendar.
1. Page Layout & Navigation
- Week View: The central dashboard displays a seven-day calendar range (e.g., 22 Feb 2026 - 28 Feb 2026) for tracking scheduled bookings.
- Mini Calendar: A left-hand sidebar features a month-view calendar, allowing you to jump to a specific date or navigate to a different week instantly.
- Timeline Controls: Use the "<" and ">" buttons at the top to shift the current calendar view forward or backward by one week.
2. Filtering & Customization
- Filter Pills: The top of the page features colorful buttons representing your defined order types (e.g., martinoz, swiggy, lapin oz).
- Search/Refine: Clicking a specific pill (like "lapin oz") filters the calendar to display only the reservations linked to that category.
- "All" View: Selecting the "All" pill resets the view to show every reservation across all order types.
3. Reservation Data & Access
- Order Cards: Bookings are displayed as colored blocks on the calendar grid, showing essential details like the customer's name (e.g., "Olivia").
- Status Colors: The background color of these cards reflects the specific status (e.g., Pending, Paid) defined in the configuration.
- Operational Access: Click the gear icon to jump to module settings or click into empty calendar slots to add a new reservation.
Order Creation and Dashboard Management
The workflow for managing bookings consists of two primary phases: detailed data entry within the order modal and real-time tracking on the centralized module dashboard.
1. Executing the Order Creation
- To initiate a new booking, select the Cart icon located in the lower section of the main left-hand sidebar. Click on any empty space within a specific date slot on the calendar to launch the creation modal.
- Order & Customer Details: Select the appropriate Order Type (e.g., "lapin oz"), confirm the Date, and choose the Customer (e.g., "Olivia") from your database.
- Data Entry & Customization: Fill out all Custom Fields previously configured in Step 2, such as specialized "Redio" toggles, text descriptions, or additional date/time pickers.
- Financials & Payment Tracking:
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Input the Price, apply a Discount % if necessary, and select the current Paid Status (Paid, Unpaid, or Partly PAID).
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The system automatically calculates and displays the Price without VAT, Cost price, and total Profit based on your inputs.
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Finalization & Documentation:
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Submit: Saves the order entry and places it immediately onto the calendar.
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Create Document: Generates the necessary invoices, receipts, or official paperwork tied to this specific order.
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Reset: Clears all entered data in the modal if you need to start over.
2. Monitoring Orders on the Dashboard
After submission, the order is visualized on the main Order Module dashboard for easy tracking.
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Calendar (Week View): Your finalized booking appears as a distinct colored card (e.g., a red block for "Olivia") on the scheduled day within the seven-day timeline.
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Status Indicators: The card's color provides an instant visual reference to the Order Status (defined in Step 3/4), such as "test main 123" or "main test 654".
Navigation & Filtering Tools:
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Filter Pills: Use the colorful buttons at the top (e.g., "martinoz", "swiggy") to quickly isolate specific order categories on the grid.
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Mini Calendar: Use the month-view sidebar on the left to navigate between different weeks or jump to specific future/past dates.
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Timeline Controls: Use the "<" and ">" arrows at the top to scroll through the calendar one week at a time.
Customer Profile: Orders List Overview
The Orders List tab within a customer’s profile serves as a dedicated history of all transactions and bookings for that specific client.
1. Accessing and Layout
- Navigation: Inside a customer profile (e.g., "Olivia"), click the "Order" tab located in the central vertical menu.
- Dashboard View: This section displays a table containing all orders, featuring columns for Total Price, Order Status, Order Number, and custom data .
2. Information & Data Management
- Financial Tracking: Monitor the Total Price associated with each booking.
- Detailed Records: View internal Notes and specific values from custom fields such as "kkkk" or specialized selection options.
- Status Control: Use the dropdown menu under the Order Status column to update the progress of a specific booking directly from the list.
3. Quick Actions
The top-right corner of the Orders List provides several tools for efficient management:
- Add Order (+): Click the plus icon to open a new order modal pre-linked to this customer.
- Order Module Shortcut: Click the green cart icon to jump directly to the main Order Module calendar view.
- Export Excel: Download the entire visible list as an Excel file for external reporting or auditing.
- Edit (Pencil Icon): Click the orange pencil icon under the "Action" column to modify details for an existing order.
- Clear Filter: Use the "Clear filter" text to reset any search parameters and display all client orders.
Adding and Managing Orders from Customer Profiles
Directly from a customer's profile, you can initiate new bookings and manage existing transaction data through a dedicated order modal.
1. Creating a New Order
- To create a booking for a specific client, navigate to their profile and click the "+" icon located at the top right of the Orders List section. This opens the Order detail modal.
- Core Details: Select the Order Type (e.g., "martinoz") from the dropdown menu.
- Customer Information: Assign an Order Status and fill out custom fields such as REDIO_EN toggles, ORDER SELECT options (e.g., opt1, opt2), and text inputs like "KKKK" or "2525".
- Time and Date: Use the provided selectors to set the TIMEHOUR, DATE_DATE, and DATA FOLDER DATE.
2. Financials and Submission
The lower portion of the modal handles the payment and finalization of the record.
- Payment Tracking: Enter the Price and select a Paid Status from the options: Paid, Unpaid, or Partly PAID.
- Automated Calculations: Apply a Discount % if needed; the system will automatically display the Price without VAT, Cost price, and total Profit.
Final Actions:
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Submit: Saves the new order to the customer's history.
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Create Document: Generates the official paperwork or invoice for the transaction.
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Reset: Clears all current inputs in the modal to start over.
3. Reviewing the Created Order
Once submitted, the order appears immediately in the Orders List table under the customer's Order tab.
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Row Data: Each entry displays the Total Price, current Order Status, unique Order Number (e.g., 264287), and internal Notes.
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Quick Updates: You can change the Order Status directly from the dropdown in the table or click the pencil icon to re-open the modal and edit details.
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