Products & Orders
This feature requires the Product Order addon to be enabled.
Products & Orders provides a complete system for managing your product catalog and processing orders placed by field employees. This includes product and category management, order tracking with a multi-step status workflow, and payment status tracking.
Orders
Navigate to Products & Orders > Orders to view and manage all orders.
Viewing Orders
The order list displays all orders in a data table with the following filters:
- Status: Filter by order status
- Payment Status: Filter by payment status
- Employee: Filter by the employee who placed the order
- Client: Filter by the client the order was placed for
- Date Range: Filter by order date
Each row shows the order number, reference number, employee, client, total items, total quantity, grand total, order status, payment status, dates, and expected delivery date.
Order Statuses
Orders follow a multi-step workflow:
| Status | Description |
|---|---|
| Draft | Order has been started but not yet submitted |
| Pending | Order has been submitted and awaits confirmation |
| Confirmed | Order has been confirmed by a manager |
| Processing | Order is being prepared or fulfilled |
| Shipped | Order has been shipped to the client |
| Delivered | Order has been delivered to the client |
| Completed | Order is finalized and closed |
| Cancelled | Order has been cancelled |
| Refunded | Order payment has been refunded |
Each status change records who performed the action and when. Managers can advance an order through the workflow by clicking the appropriate status action on the order detail page.
When an order is marked as Completed, the system automatically recalculates sales target progress for the employee who placed the order (requires the Sales Target addon).
Payment Statuses
| Payment Status | Description |
|---|---|
| Pending | No payment received yet |
| Partial | Partial payment has been received |
| Paid | Full payment has been received |
| Refunded | Payment has been refunded |
Order Details
Click on an order to view its full details, including:
- Order number and reference number
- Employee and client information
- Order Lines: Each product in the order with its category, quantity, price, and line total
- Status history showing who confirmed, processed, shipped, delivered, completed, or cancelled the order and when
- Payment status and expected delivery date
Order Statistics
The orders page displays statistics cards showing counts by each order status (draft, pending, confirmed, processing, shipped, delivered, completed, cancelled, refunded) and by each payment status (pending, partial, paid, refunded).
Products
Navigate to Products & Orders > Product to manage your product catalog.
Viewing Products
The product list displays all products in a data table. Each row shows the product name, code, category, base price, discount, tax, final price, stock level, and status.
Price Calculation: The final price is calculated automatically:
- Discount is applied to the base price:
Price After Discount = Base Price - (Base Price x Discount / 100) - Tax is applied to the discounted price:
Final Price = Price After Discount + (Price After Discount x Tax / 100)
Creating a Product
- Click the create action
- Fill in the product details:
- Name: Product name
- Description: Product details
- Product Code: Unique identifier for the product
- Category: Select from existing product categories
- Base Price: The base selling price
- Discount: Discount percentage (applied to base price)
- Tax: Tax percentage (applied after discount)
- Thumbnail: Product image
- Stock: Available stock quantity
- Status: Active or Inactive
- Save the product
Editing and Deleting Products
- Click Edit on any product row to update its details
- Click Delete to remove a product (products with existing orders cannot be deleted)
- Toggle a product's status between active and inactive
Product Statistics
The products page shows statistics including total products, active products, low-stock products (stock between 1 and 20), and out-of-stock products (stock at 0).
Product Categories
Navigate to Products & Orders > Product Categories to manage the product category hierarchy.
Viewing Categories
The category list displays all categories with their name, code, description, parent category (if any), and status.
Creating a Category
- Click the create action
- Fill in the category details:
- Name: Category name
- Code: Unique category code
- Description: Category description
- Parent Category: Select a parent to create a subcategory, or leave empty for a top-level category
- Status: Active or Inactive
- Save the category
Category Hierarchy
Categories support a parent-child hierarchy. When selecting a category in product forms, subcategories are displayed with their parent name (e.g., "Parent Category > Subcategory").
Editing and Deleting Categories
- Click Edit on any category row to update its details
- Toggle a category's status between active and inactive
- Click Delete to remove a category (categories with subcategories or associated products cannot be deleted)
Next: Learn about Payment Collection to track and manage field payment collections.