Orders

Under "Calculation" → "Orders," you'll find an overview of your orders. It doesn't matter whether an order is still a draft, has been completed, or has already been finalized. Quotes that have been accepted as orders are also listed here as orders.

To create a new order, click the yellow + Order button in the top right corner.

In the Project and Customer Details section, start by filling in the customer’s information.

Here, you can either enter the data directly into the fields or select an existing customer contact in the “Customer” field. To learn how to create contacts in 123erfasst, visit here.

In the Introduction section, enter the title/subject of the order and define an introductory text. We provide pre-filled information here by default.

You create the actual order or the content of your order in the “Scope of Work” section.

You can enter your items using the Create New Item button. You can either enter the items individually within this order or select them from predefined modules. To learn how to create modules, visit here.

In the “Closing Text and Quote Options” section, you can specify the payment terms and add a closing text.

In the final section, "Documents," you can upload documents you wish to link to this order. You can either drag and drop the documents into the yellow-highlighted field or select a file via "Browse."

Once you have finished entering your order, you can view it in the preview at the top of the screen.

The preview will then display, for example, the letterhead and your company information that you’ve set up in the settings. You can learn how this works at here.

Using the Download button, you can download the order as a PDF, for example, and then send it to the customer via email.

Using the Options button, you can change the PDF layout (e.g., show or hide certain information) or add images.