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Orders are configured in Account / Profile / Orders. |
In Guides in this article:
Overview
This screen allows you to view, draft and complete sales orders. Orders contain a collection of account-packages which can easily added in bulk and then billed and invoiced. Orders can be created directly in the LogiSense Billing AdminPortal or alternatively, populated in another application and pushed down to an account in LogiSense Billing (for instance, an order can be setup in Salesforce and sent to the LogiSense Billing application to be completed).
This article and the guides under it will cover the options available on the order screen and how to draft and complete orders.
Orders Panel
The Orders panel towards the left of this screen allows you to select existing orders present on the account so that you can view the order settings on the Order Detail panel on the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
Icon | Description |
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 | Allows you to edit the selected order details |
 | Completes the order, adding the account-packages under the order to the account |
 | Deletes the selected order |
 | Adds a new draft order to the account |
Edit Order Detail Panel
The information in this panel reflects the currently selected order. From here you can view order details. If you wish to edit order details you can click the 
icon in the Orders panel on the left.
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Order #: an auto-generated number for the order which cannot be edited
External Order #: this value can be entered when creating an order in the LogiSense Billing application, but is typically populated when integrating with an external sales application (e.g. Salesforce). When integrating with an external application this value will be automatically populated by that application
Status: the status of the order. Orders will be in a ‘Draft’ state until completed. This setting is set by the system and is read only
Customer Purchase Order #: this value can be entered when creating an order in the LogiSense Billing application, but is typically populated when integrating with an external sales application (e.g. Salesforce). When integrating with an external application this value will be automatically populated by that application
Estimated Total: this value will be provided by an external application, provided the application in question generates an estimate value
Date: the date of the order. Orders in a draft state will not display a value in this field
Order Bill Date: the date the order was billed. Unbilled orders (e.g. those in a draft state) will not display a value in this field
Summary tab
This tab lists the packages in the order and their quantities. You can click on the icon to expand the package details and view the services under each package. Service details will include the service price and service quantity ordered.
These values cannot be directly edited. If draft order details are incorrect you can edit the order by clicking on the icon in the Orders panel on the left.
Shipping tab
This tab displays the shipping details for the order (if any).
These values cannot be directly edited. If draft order details are incorrect you can edit the order by clicking on the icon in the Orders panel on the left.
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Guides
Adding and Completing Orders
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Note: if you are looking to add Orders using Salesforce see the Salesforce User Guide for instructions. |
On the Orders screen under the Orders heading click on the
icon to add a new orderOptional: External Order numbers and Purchase Order numbers can be supplied here if known
Specify the Date of the order
Click the >>Next button
If you wish to utilize a particular price plan to apply customized package pricing then select a Product Code here
In the Package field type in the name of the package you wish to add to the order
Select the package Frequency and specify the package Quantity to be ordered
Select the Status that you wish the services to be in
If the package is configured to allow optional services you can adjust the service Quantity as well, otherwise these values will be uneditable
To add additional packages to the order click the
icon in the upper right of the Add Order panel and then populate the package and service details as described in the steps aboveWhen all of the packages have been added to the order click >>Next
At the Personalize stage you can adjust service charges for each service under the package. You can also click on the
icon to the right of the service to adjust package and service settings. Modify the pricing and package/service settings as desired and then click >>NextNext you can setup additional charges if desired by clicking the
icon in the upper right of the Add Order panelSpecify the Service, Amount and Detail (what the charge is for) on each charge added and click >>Next when finished adding charges
If the order is being shipped populate the shipping contact details. Click >>Next when you have finished with this stage
The final phase lets you review your order for accuracy. Click the
icon next to the package to expand and reveal its details. If the order is accurate click the Save buttonThe draft order will now be listed on the account with an order number. When you are ready to complete the order click on the
button under the Orders headingOn the Complete Order modal that loads select the desired settings:
Bill Now: bill what is in the order now. If left unchecked the account-packages will not be billed immediately, instead they will be billed when the account is billed
Deliver Invoice: if billing the order, you can also opt to invoice the customer for the order. This option will not be available if ‘Bill Now’ has not been selected
Collect Payments: if billing the order, you can also opt to collect payments (provided LogiSense Billing has been integrated with a payment gateway and the account has an Auto-pay payment method set). This option will not be available if ‘Bill Now’ has not been selected
Currency Exchange: the currency exchange rates you wish to use for this order
GL Posting Date: the general ledger posting date you wish to use for accounting purposes
Click Complete Order when ready and the order will begin to be processprocessConfigu
The Status of the order will be displayed in the Orders panel on the left (creating, billing, etc.).
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Editing Orders
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Note: only draft orders can be edited. Completed orders or orders in progress cannot be modified |
Under the Orders panel select the draft order you wish to edit
Click on the
icon to edit the order. Note: Fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modifiedAdd/Modify the packages, charges and other settings in the order as desired.
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Deleting Orders
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Note: processing or completed orders cannot be deleted, only draft orders may be deleted. |
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