Orders

The Orders module handles sales orders — orders you raise for a contact (customer). An order lists products with quantities, taxes and a discount, and when it's completed BusinessHRM automatically turns it into a paid invoice and a payment record. Customers can also pay their own orders online or offline.

Orders are the selling counterpart to Purchase Orders. Orders go to contacts; purchase orders go to vendors.

This appears if the Orders module is enabled and your role has the View Order permission.

How to create an order

Staff (admins/employees) create orders; the contact role cannot create them.

1. Go to Orders and click Add Order.
2. Confirm the Order Number (pre-filled with the next number).
3. Choose the Client (contact). The billing address fills in from the contact.
4. Optionally add a Shipping Address, a Project, and a Generated By company address.
5. Set the Status.
6. Add product line items (see Line items).
7. Set a Discount, add a Client Note, and review the totals.
8. Click Create (the button is labelled Save/Create).

Order fields

There is no order-date or currency picker — the order date is set to today and the currency is your company currency.

Line items

Pick a product to add a row (picking the same product again increases its quantity). Each row has:

Totals: Sub Total is the sum of line amounts, the Discount (percent or fixed amount) comes off the sub total, tax is calculated per line, and Total = sub total − discount + tax. A discount can't exceed the sub total.

Order statuses

What you can do with an order

From the order's detail page Action menu:

• Download the order as a PDF.
• Mark as Complete — completes the order and generates the invoice.
• View Invoice — opens the invoice once the order is completed/refunded.
• Refund — available on a completed order; sets it to Refunded and creates a credit note.
• Edit — while the order is not completed/canceled/refunded.
• Delete — while the order is not completed/refunded.

Completing an order → invoice

When an order becomes Completed (via Mark as Complete, by saving with that status, or via an online payment), BusinessHRM:

1. Creates an Invoice with status Paid, copying the order's line items, discount, tax, currency, note and project.
2. Records a Payment for it.
3. Emails the invoice to the contact.

Paying an order

Payment options appear on the order page for the contact when the order has a balance and is Pending or Failed:

• Online: Stripe, plus PayPal, Razorpay, Paystack, Flutterwave, Payfast, Square, Authorize.Net and Mollie — each shown only if that gateway is active. On success the order completes and the paid invoice is generated; on failure the order is marked Failed.
• Offline: any active offline payment method your company has set up.

Permissions

The Bank Account field on the form uses Link Invoice Bank Account.

How it connects

Order → Invoice → Payment. An order captures a sale to a contact; completing it generates a paid invoice automatically, and refunding it produces a credit note.