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.
Offers
Follow these simple steps to create, manage, and track your offers in Xena.
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
Order templates in Xena make it quick and easy to create sales orders with predefined information.
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.
Recalculation of sales prices
You can batch-change your sales prices - both up and down - for each task.
Order Responsible
Guide to managing Order Responsible in Xena
Order Statistics
Do you want to see expected costs or realized costs in your order history?
Document Folders
All orders and projects have a tab called 'Documents' where you can create folders to organize saved documents.
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.
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.
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.