The Orders screen is used to manage property sales and purchase requests.
💡 Notes:
- If an Order status is "New," the Confirm Order and Cancel Order options will be available.
- Confirming an Order automatically generates an Invoice based on the property's Payment Plan.
- Canceling an Order deletes its automatically generated Invoice.
1.4.1. Add Order
Steps:
- Step 1: Click the New button on the Orders screen.
- Step 2: The system will display a form. Enter the required details and save.
1.4.2. Edit Order
To edit an order:
- Select the Edit button next to the corresponding order.
💡 Note:
- Only Orders without generated invoices can be edited.
1.4.3. View Order
Steps:
- Step 1: Select the Order you want to view.
- Step 2: The system will display the Order Details screen.
1.4.4. Delete Order
To delete an order:
- Select the Delete button next to the corresponding order record.