Manage everything from one page and simplify your workflow. Here, you will find all the important details regarding your order, including its status, items, and invoices.
The Order Page serves as the essential starting point for processing all possible tasks. It provides an overview of communication, invoicing, and more.
Order Items
Here is a breakdown of the jobs associated with the order, complete with all necessary information. By clicking on the details, you can view the shift breakdown, prices, wages, and status. From here, you can add additional tasks by clicking + Add Job.
Another option is managing invoice items to include any additional costs related to the order or reimbursements.
💡Read more about the Invoice line Items and Inventory Module
💡 Read our article on reimbursement for more information.
Communication
In the communication section, you can see all correspondence related to the order sent to the client, including price quotes, accreditations, and other documents. This way, all communication and documents related to a single order are consolidated in one place.
💡Read our article about order communication to get more information.
History and comments
In this dropdown menu, you can view all changes made, including added shifts, positions, issued documents, and more. You can also check the details of changes in the edited records.
The comments section could be used for admins' notes and clarification about some changes.
Order calculation summary
Next to the Order items is located an order calculation summary which provides a comprehensive overview of all costs and revenues associated with the order. You can quickly access a summary and systematic view of the financial aspects of the order.
This section is divided into categories including pricing, other receivables, reimbursements, and wages, ultimately displaying the gross profit at the end.
Invoices
Below the order calculation summary is a section dedicated to all issued invoices and other financial documents, such as credit notes. This section displays the status of each invoice, its amount, and the invoice number. For more details, you can click on the invoice to access additional managing options.
💡To learn more about invoicing in OnSinch, read our article here.
Client
The order page displays the primary information for the client for whom the order has been placed. Click on the client’s name to access their profile.
Attachments
The attachment section serves as additional information for your employees. Upload a map to a venue or other useful documents.
To-Do
Any tasks regarding an order are easily accessible in the To-Do section where you can manage your and others' tasks.
💡Want to know more about this feature? Read our article about it here.
Action items
On the very top of the page are other options accessible. Generate various documents for your team or a client, communicate with your staff, and more.
This panel guides the order in every status ending with finishing one with or without an invoice.
