Orders at a glance
Purpose
The order is the bracket between what was sold and what becomes of it. It arises from an accepted quote, from the shop, from a subscription or by hand — and from then on tracks three things independently: delivery, invoicing and payment.
That separation is the core. A single combined status could not tell "delivered but unpaid" from "paid but undelivered" — and operations needs both those lists daily.
Scope
- Three independent progresses for delivery, invoicing and payment, each in three steps
(not / partially / fully).
- An origin per order: quote, manual, shop, subscription.
- Take-over from a quote with frozen prices — only from accepted quotes.
- An order confirmation as a PDF and as a dispatch, with the send date recorded.
- A prepayment hold: with prepayment as the payment method, the order awaits payment; delivery is
blocked until then.
- Partial deliveries with an open quantity per line and delivery-note creation.
- Incoming payments as partial or full payment.
- A manual invoicing correction for orders invoiced externally or in a legacy system — the normal
case books automatically when an invoice is finalised.
- Cancellation releasing reservations; drafts can be discarded.
- An adjustable status catalogue with a lifecycle category.
Interplay
Orders arise from quotes and lead into invoices — where "from order" is the normal route. Line items come from the product catalogue; reservations reduce the available stock. Calculation happens in the commerce core, dispatch through communication.
Limits
- The order is not a document in the bookkeeping sense. It commits, but it does not invoice; the
invoice is its own object with its own immutability.
- The invoicing progress should not be maintained twice. The manual entry is for externally
invoiced cases, not a substitute for finalising.
- Take-over works only from accepted quotes — a sent quote is not enough.
- Prices from the quote are frozen. A later price change in the catalogue does not act
retroactively on the order.
- The module does not deliver. Shipping, picking and warehousing are separate modules; here the
progress is recorded.