To place an order

There are several steps involved in placing a complete order. It takes place either at the request of a customer / contract or in relation to personal use. In both cases the following steps are taken into account:

  • Enter and confirm an order
  • Store and release the order
  • See the order overview


Enter an order

Open the order entry in the menu item Ordering system.

First select a supplier. Delivery and customer address are taken from the basic data, but can be changed:

Now enter the correct order information and then select the tab order itemsto select items:

order items

All order items can be accessed via the Article Find a supplier be selected or recorded manually. Select an item and enter the order quantity and, if necessary, a different unit price.

Oh, articles can be taken from existing supplier contracts:

Finally, give notes on packaging or delivery.

Once all positions have been recorded, all positions and prices can be viewed in the position and order overview. These are now used to check the order:

Here are all important information such as address, currency prices and total prices of the order and also the field representative included. The latter can be edited. To do this, select an existing representative and, if necessary, pay a commission:

Once the order has been entered, the preview or the print (and thus the storage of the order) is available for selection.

Should minimum order values ​​have been undercut, this will be made clear by a message and it can be either corrected or completed anyway:

confirm order

If an order has been entered, it must now be completed after the check approved will. To do this, open the order control.

The order control is the central processing tool in the ordering system.

After completing the registration, it is possible to maintain (change orders, delete items, or create new items) using this program.

Now select your entered order from the list. For this purpose all positions are displayed again.

Note: A change or cancellation is only possible, as long as no goods or invoice receipt has been booked on the selected order!

To confirm: About the button To confirm opens a new window to confirm.

On the one hand, each position can be confirmed individually (useful for partial deliveries). On the other hand, the entire order can be confirmed:

Receipt expectation

Depending on the period and storage location, all goods receipt expectations are displayed here.

Optionally, specifying the calendar week limits the search for the specified period.

Each open position can be individually marked as done.


Depending on the quantities ordered, the open quantities are the expected benefits.

If an ordered quantity has arrived completely, this total quantity can be marked as completed.

Click on Update the filter is set for the period

Post the order in the storage area

Now the ordered article is booked in the storage area. Through the booking Forms controlled, all data required for the booking is requested for a movement.

click on Search for orderto call up your order already placed and book it.

Before an order can be booked, a quality check must be carried out on the incoming goods. This is determined as the final grade based on the assignment of the criteria:

After selecting an order or an item, units, quantities and prices as well as the supplier are proposed.

The booking text is used to record relevant information.

Now enter the delivery note number, as a delivery note is attached to each delivered product.

After entering all the data needed for the movement, click on find out moreto go to the next mask store to get.


Booking labels can be printed for every booking. Look at this booking label 

Store booking

After all the data required for the booking has been queried, this program uses the destination warehouse and the storage area to store the recorded items. Destination warehouse, storage area and parking space are proposed and can be adapted if necessary.

With a click on "Capture" the captured booking is saved.

If the order has been booked, this can be in Incoming protocol eingesehen werden.

Edit inspection orders and enter measured values

Quality checks of certain articles are carried out using the “Carry out inspection orders” program. Articles are checked using methods and analyzes. The result is then recorded as a test order.

The care of QA basic data is assumed here. If this has been done, then test orders can be carried out or processed.

The program is divided into 2 sectors:

On the left is the article to choose. This is done either by selecting directly in the tree diagram or by limiting the data using a filter. Either select a check status or limit it within the order type. Also, you can filter by individual items or batches.

Editing the inspection order

Using this dialog, samples can be evaluated in the test order. As a given example, a specific batch quantity of a recipe that comes from the production area is tested. The sample number indicates the consecutive numbering of the sample. Several methods can be selected for each individual sample. After checking the lower and upper limit values, it is possible to check, based on the comparison with the ideal value, whether the measurement corresponds to the specification.

perform audit

If an article has been selected, the data of the article appears in the order header. Also, supplier data and order no. specified. About the button INFO A window opens with all supplier data and the current status of the inspection order.

Everything has been checked properly and adheres to the requirements, so can now be released. If this is not the case, the article is marked as locked.

PA no.

Prüfauftragsnummer. This is awarded automatically.

Test method

Designates the method by which the article is to be checked. Test methods can be found in the area QS → analysis edited or newly added.


Denotes the delimitation of a value which should lie in a certain range. The setpoint must also be defined in the range QS → analysis

Measurement No.

For each test order it is possible to carry out several measurements. Each measurement is then assigned with its own cursory indicator.


If a product does not meet the specifications and has errors, these can be selected in the list. If no suitable file exists, new values ​​can be entered in the error catalog (QS master data).

English English German German

Write us

  + 49 (0) 611 - 53 17 77-55

[contact-form-7 id = "18398" title = "Contact Form 1"]