- What Is the Orders Section?
The Orders Section is the operational backbone of the Product Report module.
It represents every commercial movement that happens between:
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Customers
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Suppliers
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Inventory
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Payments
In simple terms:
If money, products, or stock moved — it passed through Orders.
- Why the Orders Section Exists
Orders exist to bridge intention and execution.
A product alone does nothing.
A customer alone buys nothing.
An order is the moment where:
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Products become sales
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Stock becomes inventory movement
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Amounts become revenue or cost
This module ensures every transaction is traceable, reportable, and auditable.
- Where Orders Fit in the System
Orders sit at the center of the business flow.
Customers
↓
Documents (Invoices, Orders, Receipts)
↓
Customer Sales Reports
↓
Customer Insights & Strategy
All major modules depend on Orders:
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Sales reports
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Inventory updates
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Customer history
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Financial reporting
- Who Uses the Orders Section?
The Orders Section is used daily by:
Business owners
Operations teams
Finance & accounting
Sales managers
Admin staff
Each role sees the same data, but for different decisions.
- What the Orders Section Represents
The Orders Section is not just a list.
It represents:
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Commercial intent
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Financial obligation
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Stock responsibility
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Legal documentation
Every row answers:
Who ordered what, when, for how much, and what happened next?
- What Orders Actually Track
Each order consolidates multiple dimensions:
- Transaction Information
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Order ID
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Order type
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Date created
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Due date
- People Involved
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Customer or supplier
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Created by (team member)
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Payment receiver
- Items & Quantities
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Products or product groups
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Quantities
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Prices
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Discounts
- Financial State
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Total amount
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Paid / unpaid / partially paid
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Payment method
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Currency
- Lifecycle State
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Order status
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Internal status
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Closed or open
- Order Types: Different Business Purposes
Orders are not one-size-fits-all.
- Detail Orders (Sales Orders)
Used for:
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Customer purchases
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Sales tracking
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Revenue generation
This is the most common order type.
- Purchase Orders
Used for:
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Buying from suppliers
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Inventory replenishment
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Cost tracking
These orders increase stock, not revenue.
- GI / IR (Goods Issue / Goods Receipt)
Used for:
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Internal stock movement
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Inventory corrections
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Warehouse control
These orders focus on quantity accuracy, not money.
- Powerful Filtering = Operational Control
The Orders Section includes deep filtering, allowing teams to instantly isolate exactly what they need.
You can filter by:
Date range
Customer
Team member
Amount range
Order type
Payment status
Tags & folders
Custom fields
This turns thousands of records into clear, usable insights.
- Smart Search Across Orders
Search is not limited to IDs.
You can search by:
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Customer name
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Document reference
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Notes
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Item names
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Internal identifiers
This makes the Orders Section fast even at scale.
- Orders as a Reporting Engine
Orders are the source of truth for:
✔ Sales reports
✔ Customer sales
✔ User sales
✔ Inventory movements
✔ Financial summaries
Every report you generate later depends on the accuracy of this section.
- Exporting Orders = Business Portability
Orders can be exported to:
Excel — for analysis
PDF — for sharing or compliance
Exports respect:
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Filters
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Selected fields
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Language
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Formatting
This makes Orders suitable for audits, meetings, and external systems.
- Custom Fields: Orders Adapt to Your Business
No two businesses operate the same way.
Custom fields allow you to:
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Add internal references
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Track insurance data
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Store operational metadata
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Apply business-specific logic
Orders become tailored, not generic.
- Permissions & Control
Orders are sensitive.
The system ensures:
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Viewing permissions
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Deletion control
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Role-based access
This prevents:
❌ Accidental data loss
❌ Unauthorized access
❌ Compliance issues
- How Orders Connect to Other Modules
Orders are deeply integrated:
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Products → order items
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Customers → order history
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Payments → financial state
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Storage → stock updates
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Invoices & Receipts → financial documents
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Dashboard → KPIs and summaries
Orders act as the central connector.
- Business Value of the Orders Section
This module enables:
Operational clarity
Financial transparency
Inventory accuracy
Customer accountability
Team performance tracking
Without Orders, everything else becomes guesswork.
- Final Summary
The Orders Section is not a report.
It is not a document list.
It is:
A transaction ledger
A financial control system
An inventory trigger
A customer history engine
It is the heart of daily business operations.
