Supplier: How do I receive and manage incoming orders?
What is an order
An order comes in from your client, who has filled in the information requested in a
order form. The orders are shown in a list on the page Incoming that you can find in the main menu.
Incoming orders
New orders are displayed on the Incoming page in the main menu.
The list shows information about the order, and you click the > button to continue to
the order.
Complete an order
If the order form contains fields that need to be completed for the order, they will be shown here
and if they have a * star, they are mandatory.
Complete a pass
If the order form contains fields that need to be completed for the shift, they will be shown here and if
they have a * star, they are mandatory.
Approve order
To approve, all mandatory completions must be completed; if any such exist, they depend on
the order form.
Click the buttons Approve or Decline the order.
Send confirmation
To proceed, you send a confirmation to the client that you have approved the order.
The shifts are now shown in the schedule and can be staffed.
Order fully booked
When the order is fully booked, you can send a new booking confirmation from the order.
However, this is not necessary, as the client automatically sees the booked user in their schedule.
Further processing
There are further steps that are optional; these include Approval, External approval, and Create
invoice documentation.
When the order is complete, you can click Finish order so you know that you have
nothing left to do on it.