General information (the headline) of the order.
Field information
Order
General information and identification of the customer's order.
- Transaction type
If transaction types are used in your environment, then this field can be used to apply a separate classification to your documents. This field will also be copied to the next document status. - Order number.
The order number is the unique number that an order receives, it is generated automatically. - Reference
A reference for the customer, for example a serial number or a project number for administrative processing at the customer. - Status
The indication of the status of the order. This field cannot be changed manually. - Pick-up status
The indication of the pick-up status of the order. This field cannot be changed manually.
Customer information
For which customer the order is intended.
- Customer
The selected customer for whom the order is intended. - Contact
A contact person within the customer's company who will receive the items on the order. This field is not mandatory but is recommended. - Address
The address to which the items are to be delivered. If no address is selected, the default address is selected from the customer data. This is also the billing address. For companies where only one address is known, it is therefore not necessary to create additional addresses.
Logistics
Information on transport and delivery.
- Delivery/transport method
The delivery condition that is set during order creation in agreement with the customer. How does the customer want the delivery to take place? - Delivery from warehouse
The warehouse where this order was created. - Delivery to pick-up point (warehouse)
The warehouse where the order delivery is supposed to be picked up. - Pick-up location
The pick-up location for picking up an order. - Return location
The return location for delivering an order. - Desired delivery on
The preferred delivery date for the order.
Planning
Which rental period (start to finish) applies to the items on the order.
- Delivery from
This field is the time of shipment, usually a date. The shipping field initially changes automatically after the Invoice start field changes and depends on the duration of delivery set on a shipping method or a customer card. The field filled in on the order header is a suggestion that is copied along when placing items on the order. This field has an influence on the stock of the articles. The stock is deducted when the items are dispatched. - Invoicing from
This field is the time from when invoicing of items starts. This may vary due to, for example, delivery/transport time. The field which is filled in on the order header is a suggestion which is copied along when placing articles on the order. The invoicing start is therefore adjustable per item. - Expected end of lease
This field is the time when the items will be returned to the warehouse. Also depending on the delivery/transportation time it is good to check when the items are returned. This field also affects the stock levels of the items. After the moment of return the items are back in stock in the warehouse. The field entered on the order header is a suggestion which is copied along when placing items on the order. - Calculate price until
This field is the time when the invoicing of items ends. This can also vary due to, for example, delivery/transport time for returns. The field which is filled in on the order header is a suggestion which is copied along when placing articles on the order. The billing end is therefore adjustable per item.
Financial
Financial settingson the order.
- Currency
The currency set on this order. This may differ from the default currency set within RentMagic. - Payment method
The method by which a payment is completed.
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- Contract number
The agreed contract number with your customer. - Automatically allocated discount percentage for items
Discount or surcharge percentage over the prices of the items placed on the order. A positive value is an allowance (A) on the standard price and a negative value (D) is a discount on the standard price. - Ignore price agreements
If no standard discount may be calculated for this order.
Facturation
How to invoice the order.
- Ignoring in invoice proposal
Als de order niet voorgesteld mag worden om te factureren tijdens het standaard facturatie proces.
- Minimum number of days for repeated display on invoice list (obsolete - will be deleted)
If a customer is invoiced, how long it takes before the same customer is invoiced again. - Period invoicing
The period used to re-include the customer in the billing proposal and the rental period used by default for invoicing rental items. This field is combined with Period amount. When creating a new order, this field is automatically filled from the financial settings of the associated customer. - Period amount
The number of periods used to re-invoice the customer and the rental period used by default for invoicing rental items. This field is combined with Period billing. When creating a new order, this field is automatically filled from the financial settings of the associated customer. - Apply pre-invoicing
If the order is to be invoiced in advance. When creating a new order, this field is automatically filled from the financial settings of the associated customer.
Quote
Where the order comes from.
- Offer number
If the order was created from a quotation, this field shows from which quotation.
Notes
Additional notes on the order.
- Notes
Additional internal notes on the order to inform your colleagues, for example.
Sidebar
- Total excl. VAT
The total value of all items in the order, excluding VAT. - Total VAT
The total value of VAT of all items. - Total incl. VAT
The total value of all items in the order, including VAT. - Created by
The user who created this order. - Edited by
The user who last edited the order. - Created on
The date when the order was created. - Last edited on
The date when the order was last edited.