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Creating an order ​

The Orders module is the core of all sales-related processes in Kundenkartei Web – from the job through the delivery to the invoice and the stock posting.

🧭 Introduction ​

Orders in the Kundenkartei web app allow you to:

  • Record and manage customer jobs
  • Handle deliveries and stock movements
  • Prepare the invoicing

🔄 The difference between quote, order and invoice ​

Document typePurposeEffect on the systemAutomation
QuotePreliminary stage of the ordernone❌
OrderCustomer jobTriggers stock and delivery✅
InvoiceInvoicing based on the orderRequest for payment✅


Figure: overview of the sales processes

Status and workflow ​

StatusMeaningNext steps
RecordedOrder created, not yet bindingCheck the lines, save
Ready for deliveryChecking completedTrigger the delivery, create a delivery note
Partially deliveredOnly part has been deliveredDeliver the remaining quantity later or cancel
DeliveredDelivered in fullCreate the invoice
CancelledTransaction abortedStock movements reversed where applicable

Tip: use partial deliveries when stock is missing, so that items already available can be dispatched promptly.

📝 Recording an order – step by step ​

1. Start a new order ​

  • Go to Sales → Orders
  • Click “+ New order”

2. Choose the order type ​

Choose one of the following types:

  • Delivery to the customer
  • Collection by the customer
  • Own use (internal withdrawal)
  • Consumables

3. Select the customer ​

  • Search for an existing customer or create a new one
  • Check the address and contact details

4. Add items ​

  • Search by item name, item number or barcode
  • Enter the quantity; record variants/serial numbers if needed

Note: with serial numbers, the selection is checked again at delivery to ensure full traceability.

5. Define additional costs (optional) ​

  • Shipping, packaging, surcharges

6. Check and save the order ​

  • Check the totals, taxes and discounts
  • Click “Save” → status: Recorded

Tip: save frequent lines as templates in the catalogue to record recurring orders faster.

🔧 Editing, delivering, cancelling ​

In the order overview you can do the following with existing orders:

  • Edit them, as long as they have not been triggered
  • Deliver them (fully or partially), including a delivery note
  • Cancel them, to reverse the stock movements
  • Delete them, while they are still in the Recorded status

Caution: after a delivery, direct deletion is no longer possible. Use a cancellation or a return delivery.

ActionEffect on stock
Saving the ordernone
Triggering a deliveryThe stock level is reduced
CancellationThe stock level is reversed

Partial deliveries only reduce the stock for the quantities actually delivered.

🧾 An invoice from an order ​

  • Create the invoice directly from the delivered order
  • The lines, prices, discounts and taxes are carried over automatically
  • Partial invoices are possible for partial deliveries

Tip: before invoicing, check whether the additional costs (shipping/packaging) are complete.

📤 A supplier invoice from an order ​

For internal or consignment stock processes you can generate a supplier invoice automatically. With the appropriate configuration, a comparison is made with:

  • the invoice amount
  • the delivered products
  • the delivery date

→ Discrepancies are marked automatically


📚 Frequently asked questions (FAQ) ​

The order cannot be saved – what should I do? ​

  • Check the mandatory fields (customer, at least one line)
  • Check that the quantities/units are unambiguous
  • Session expired? Refresh the page and save again

How do I post a return delivery? ​

  • Open the delivered order
  • Choose return delivery/return and record the returned quantity
  • Check whether a credit note is needed

Can I change prices afterwards? ​

  • As long as no invoice has been created: yes (open the line, adjust the price)
  • After invoicing: use a cancellation or a credit note

How do I deal with partial deliveries? ​

  • When triggering, choose the partial quantity that can be delivered
  • The remaining quantity stays open and can be delivered later

📝 Change history ​

VersionDateChanges
1.320 August 2025Workflow/status extended, FAQ added, language harmonised
1.227 July 2025Structure, language and presentation revised
1.128 June 2025Content restructured
1.0OriginalFirst version