Orders
Create orders to generate quotes, confirmations, and delivery notes. See the status of orders and view documents.
Orders
When buying or selling something in Xena, the process begins with the creation of an order.
Order overview
Read here about the order overview in Xena and the content in the various tabs.
Order status
An efficient workflow is crucial for any business. With Xena's order status feature, you get a tool to manage orders, ensure oversight, and maintain a smooth workflow.
Templates for sales orders
Templates for sales orders are a feature in Xena that allows you to create sales orders with predefined information quickly and easily.
Tasks on an order
An order can consist of multiple tasks. Here is how tasks can improve your workflow.
Article lines on an order
Article lines on an order in Xena offer several functions and details. Here is some valuable information.
Order responsible
If there are multiple people handling the creation and processing of orders, it is advantageous to select a responsible person for each order. This makes it easier to keep track of the orders each person is working on.
Order Statistics
Do you want to see expected costs or realized costs in your order history?
Offers
By following these steps, you can create, manage, and keep track of your offers in Xena.
Subscription Management
Do you have recurring subscription agreements, such as for window cleaning, rent, or flowers? Xena makes it easy to automatically invoice these agreements on time.
Copy order
In Xena, you can copy an order or a task. For example, you can also copy a sales order to a purchase order for easy ordering of goods.
Split and merge orders
Xena has a unique future to split and merge order lines and tasks from one or many open orders on a partner to a new order.
Document Folders
All orders and projects have a tab called 'Documents' where you can create folders to organize saved documents.
Sales prices on order costs
With sales prices on order costs, you can now override the suggested sales price at the moment the cost is recorded via the order cost ledger.
Recalculation of sales prices
You can batch-change your sales prices - both up and down - for each task.