Orders

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There are two types of orders in Xena: sales orders and purchase orders.

Sales Orders: With sales orders, you can send offers and order confirmations to your customers, as well as post and send invoices and credit notes. If you use stock management, you can also print pick lists and post delivery notes.

Purchase Orders: With purchase orders, you can send purchase requests to your suppliers and post purchase invoices and credit notes. If you use stock management, you can also post delivery notes from your suppliers.

Create a new order

Orders can be created in several places in Xena:

• Via the menu Sales/Purchase > Order > Create Order

• Via a partner

• Via a project

• Via subscription management

• Via reorder (requires stock management)

• Via the + icon in the top right corner of the toolbar

When creating sales orders, you have the option to use templates. Templates can save you time and reduce errors by pre-filling fields with a standard setup.
➡️ Sales order templates

Once you have created the order, you need to add order lines/article lines, and then you are ready to create offers, invoices, etc. Read more about this in the following sections on sales orders and purchase orders.

Sales orders

On a sales order, you can generate a sales invoice, which posts revenue for the sold services/articles. If you use stock management, product consumption is also posted for the associated article group.

The partner on the order becomes a customer, and if the customer and article are subject to VAT, outgoing sales VAT is also posted.

Functions for printouts and documents can be found in the order menu (the three dots).

1: Send an offer

Via the order, you can generate an offer and send it to the customer.
➡️ Learn more about offers

2: Send an order confirmation

This step is only relevant if it is part of your normal business process to use order confirmations. Before sending an order confirmation, you can add a delivery address and delivery note on the Delivery tab.

Select Create order confirmation in the order menu. Here you can choose whether the document should be printed or sent via email. You can also choose to confirm only part of the order by selecting Partial order confirmation.

Once the order confirmation is created, the tasks are locked for further editing. If you want to edit the lines again, you can delete the order confirmation via the task menu (the three dots) and select Delete order confirmation. You can then edit and create a new order confirmation.

3: Create delivery (stock management only)

This step is only relevant if you use stock management. When the articles have been physically picked from the warehouse and are ready for delivery, you can create a delivery. You can also choose to skip this step and post the delivery together with the invoice.

Select Create delivery in the order menu. Here you can choose whether the delivery note should be printed or sent via email. Remember to enter the correct date for when the articles were dispatched from the warehouse. If you have only delivered some of the articles, you can post a partial delivery.

Once the delivery is posted, the stock quantity is updated and the value is deducted from your stock. Product consumption is also posted. After posting the delivery, you can only edit text, price and discount on the order lines.

4: Post invoice

Select Create invoice in the order menu. Choose whether the invoice should be printed, sent via email, or sent electronically. Also verify that the invoice date is correct. If you use stock management and have not previously posted a delivery, remember to tick the Deliver checkbox.

5: Post payment

As the final step on an order, you can post a payment.

Select Create payment in the order menu. Enter the date of the payment, and select the invoices that have been paid. Choose the payment account the payment should be posted to. Verify that the paid amount is correct, and click Pay.

Purchase orders

On a purchase order, you can generate a purchase invoice, which posts product consumption for the purchased services/articles. If you use stock management, the purchase is posted to the stock account for the associated article group.

The partner on the order becomes a supplier, and if the supplier and article are subject to VAT, incoming purchase VAT is also posted.

1: Send a purchase request

This step is only necessary if you have not already ordered the articles from the supplier. Before sending a purchase request, you can add a delivery address and delivery note on the Delivery tab.

Select Create order in the order menu. Here you can choose whether the purchase request should be printed or sent via email. You can also choose to order only part of the order.

Once the purchase request is created, the tasks are locked for further editing. If you want to edit the lines again, you can delete the order confirmation via the task menu (the three dots) and select Delete order confirmation. You can then edit and create a new purchase request.

2: Create delivery (stock management only)

This step is only relevant if you use stock management. It is performed when you have physically received the articles at your warehouse. You can also choose to skip this step and post the delivery together with the invoice.

Select Create delivery in the order menu. Remember to select the correct date for when the articles arrived at the warehouse. If you have only received some of the articles, you can post a partial delivery.

Once the delivery is posted, the stock quantity is updated and a temporary value for the articles is posted to the financial account Unpaid stock. After posting the delivery, you can only edit text, price and discount on the order lines.

3: Post invoice

Remember to enter the supplier's invoice date, invoice number, and optionally the payment ID on the Order header tab. Also verify that prices and quantities on the order lines match the supplier's invoice. Check the invoice total at the bottom of the order.

Select Create invoice in the order menu. If you use stock management and have not previously posted a delivery, remember to tick the Deliver checkbox.

Delete an order

To delete an order, there must be no posted deliveries or invoices on the order. When an order is deleted, it receives the status Deactivated and is no longer shown automatically in the order overview.

Select Delete in the order menu (the three dots), and click Approve. Once the order is deleted, all associated order tasks are physically deleted. Only the order number itself can be restored afterwards.

If you wish to restore a deleted order, open the order and select Restore in the order menu. The order will then be visible again in your overview of open orders.

Split and merge orders

Xena has a feature that lets you split and merge order lines from open orders on a partner into a new order.
➡️ Learn more about split and merge

Searching in orders

You can search your orders directly from the order overview.
➡️ Learn more about searching in orders

Other features

Confirmed prices

When you confirm an order line, its price is locked. The price will not change automatically, even if you later adjust the order date or exchange rate. This prevents unintended price changes on confirmed articles.

Partial invoicing

You can create multiple invoices on the same order by dividing the order into different tasks. This is practical, especially if you have a larger order for the same partner. You can perform partial invoicing of the individual tasks.

Documents

Each time a document is generated from the order, it is automatically saved under the Documents tab on the order. This allows you to look back at previous documents, such as offers, even after the order has been invoiced. You can also upload your own documents to the order. Documents can be organised in document folders.

Statistics

All orders have a tab with statistics, where you can see key figures and a graphical view of actuals/budget.
➡️ Learn more about order statistics

Copy

You can copy an order to a new order by selecting Copy to new sales or purchase order in the order menu (the three dots). Similarly, you can copy a single task to the same order via the task menu and select Copy.

Credit note

An invoice can be credited with a single click. Find the invoice and select Credit Note in the invoice menu (the three dots). This creates a new task on the order that credits and offsets the selected invoice(s). Both the invoice and credit note are created on the same order. If you need to create a new invoice, you can use the copy feature described above.

Invoice based on costs

If you post costs on your sales orders, you can conveniently create an invoice based on the posted costs. This saves you time and ensures that all your costs are invoiced to the customer.
➡️ Learn more about invoice based on costs

Pay on account

In the order menu (the three dots) you will find Pay on Account Invoicing. This type of invoicing is used when the customer pays for the order in instalments. The instalments can be calculated as a percentage of the total amount for the task (completion principle) or as an agreed amount (instalment principle).
➡️ Learn more about pay on account

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