Operations - Orders

This guide explains how to manage orders in Distritour. An order is a product request made by a client, which can be converted into a delivery. Unlike a delivery, stock and client balance are not changed when an order is created.

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Table of Contents

1. Accessing Orders
2. Orders List
3. Convert Order to Delivery
4. Creating an Order
5. Editing an Order
6. Deleting an Order

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1. Accessing Orders

In the left sidebar, navigate to All Operations > Orders to access the order management module.

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2. Orders List

The main page displays the list of all orders recorded in the system.

Table Columns

Column	Description
ID	Unique identifier of the order (clickable to view details)
User	Carrier who will perform the order
Client	Client who placed the order
Circuit	Circuit this order belongs to (if applicable)
Amount	Total value of ordered products
Benefit	Profit margin of the order
Delivery Date	Scheduled date for delivery
Status	Order status (delivered or not)
Date	Date and time of order creation
Distance	The distance between client and carrier at the time of the operation
Actions	Buttons to edit, accept, deny, or delete

Order Statuses

Orders can have the following statuses:

• Not Delivered: The order is pending
• Delivered: The order has been converted to delivery and completed

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3. Convert Order to Delivery

You can convert an order to a delivery directly from the orders list:

1. In the list, find the order to convert.

2. Click the ✓ (check) icon in the Actions column.

3. A dialog opens with the following options:

   Field	Description
   Carrier	Select the carrier who will perform the delivery (disabled if depot mode)
   Depot	Enable this option for a depot sale delivery
   Payment	Amount paid by the client
   Cash	Enable this option if the client pays the full amount

4. Fill in the required information.

5. Click Save to convert the order to a delivery.

Note: Once converted to a delivery, the order will be marked as "delivered" and will disappear from the pending orders list.

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4. Creating an Order

1. Click the New button at the top of the table.
2. Fill in the creation form:

Step 1: Choose Sale Type

Option	Description
Depot Sale	Enable this switch for direct warehouse sales. In depot sale mode, no carrier is required.

• Normal mode (Depot Sale disabled): Select a carrier and optionally a circuit
• Depot sale mode (Depot Sale enabled): No carrier required, the sale is recorded as direct stock withdrawal

Step 2: Select Client and Dates

Field	Required	Description
Carrier	Yes*	Select the carrier (*not required if depot sale)
Circuit	No	Circuit associated with this order (optional)
Client	Yes	Select the client placing the order
Delivery Date	Yes	Scheduled date for delivery
Operation Date	Yes	Date of order creation
Time	Yes	Time of order creation

Important: Once the client is selected, the Items section automatically appears below.

Step 3: Add Products

After selecting the client, the Items section automatically appears:

To add products:

1. Click the Add Item button (or the + icon)

2. A dialog opens with the list of available products

   

3. For each product to add:

   • Select the product from the list
   • Quantity: Enter the ordered quantity
   • Price: The sale price fills automatically according to the client's price grid (modifiable if needed)
   • Click Add or the + icon to add the product to the list

4. Repeat for each product to order

Step 4: Payment (optional)

For new orders, you can specify a payment:

Field	Description
Payment	Amount paid by the client
Cash	Enable this option if the client pays the full amount

Note: The "Cash" option indicates payment of the full order amount.

Step 5: Review and Save

Before saving, verify:

• The added products and their quantities
• The automatically calculated total amount
• The estimated profit

Click Save to finalize the order.

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5. Editing an Order

1. In the list, click the ID or edit button of the order.
2. The form opens with current data.
3. Modify the desired information.
4. Click Save to apply the changes.

Note: An already delivered order cannot be modified.

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6. Deleting an Order

⚠️ Warning: Deleting an order is permanent and affects statistics.

1. In the list, select the order to delete.
2. Click the delete icon in the Actions column.
3. Confirm the deletion in the dialog.

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See Also

• Deliveries - Orders can be converted into deliveries
• Circuits - Orders can be grouped into circuits