Online CO

Displays general order information, namely:

• • Order number + Customer’s last name and first name. Customer data is filled in when the order is created.
  • PDF generation button – the version of the PDF document depends on the default configuration of the commercial offer variant (More details ➤ here).
  • Variant – displays the order name and the calculation variant name (by default: website name + Variant 1).
  • Status – shows the current status of the order. Orders can have the following statuses:
    • New
    • In progress
    • Approved
    • Accepted
    • In production
    • Manufactured
    • Shipped
    • Completed
    • Archive
  • Offer validity period – shows the date until which payment can be made. If the period expires, it will display “Expired”. To renew the validity period, you need to contact the manager. When creating an order, this period is set automatically based on the company’s pricing settings (More details ➤ here).
  • Production time – shows the number of days. The value is taken from the collection’s basic settings (More details ➤ here).
  • Service completion time – shows the number of days. This parameter is displayed only if the order includes services and these services have configured timeframes. More details about service settings ➤ here.
  • Total cost – displays the total order amount in the format amount + currency.
  • Share order button – this button appears only for authorized website users and opens a modal window where you can:
    • Send the online offer link via email
    • Send the online offer link via WhatsApp
    • Send the online offer link via Telegram
    • Send the online offer link via Viber
    • Copy the online offer link to the clipboard
  • Seller details – shown only if an invoice has been issued. The seller information is configured in the section My Company – Legal Entities, and includes:
    • Name – name of the legal entity
    • Address – legal address of the company
    • Phone
    • E-mail

Please note! If the offer validity period has expired, a notification will appear: "To update the price, send a message to our manager". When you click send a message, a modal window will open, allowing you to write a message to the manager, which will be attached to the order.

Represents a list of construction blocks. Each construction block consists of three parts:

• • • Left section:
      • Construction name – by default, the name consists of construction type + number (if several constructions of the same type exist, each subsequent one is numbered +1). If necessary, the manager can change the name while processing the order.
      • Size – width × height. Dimensions are specified in millimeters.
      • Opens – indicates the direction of opening (Inwards / Outwards).
      • Viewed: from inside – shows the appearance of the construction as displayed in the image.
      • Notes – if the manager adds a note to the construction, it is displayed here. Otherwise, the notes section remains empty.
    • Center section:
      • Construction image – shows the appearance of the construction from the inside, including color and opening scheme. To enlarge the image, click the magnifier icon , after which a modal window with the image and dimensions will open.
      • Energy efficiency class – shows the energy class and efficiency coefficient.
      • Amount – shows the number of constructions of this type.
      • Construction specifications – displays the list of components included in the current construction. Base components are shown initially, while additional accessories are hidden and can be viewed by clicking Show more. Each component may include detailed information on click, depending on configuration settings (More details ➤ here). Base components include:
        • Material
        • Collection
        • Color outside – name + appearance
        • Color inside – name + appearance
        • Glazing
        • Burglary safety (if present)
    • Right section:
      • Number of constructions × Price per construction
      • Total price

This block displays a detailed breakdown of what the order price consists of, namely:

• • • Sum without VAT – the gross amount in the format number + currency
    • Volume discount – if a discount is applied, the discount value is displayed in the format number + currency
    • Personal discount – if the order was created by a sub-dealer and an additional discount was granted (More about sub-dealer orders ➤ here) or if a manager manually assigned an additional discount in the order, then the percentage and the calculated amount are displayed in the format number + currency
    • New sum without VAT – the gross amount recalculated with the discount applied
    • List of services with amounts – if the order contains services (More about service configuration ➤ here), they are displayed alongside their costs in the format number + currency
    • Total sum without VAT – if the order includes taxes (More about configuring taxes ➤ here), this field shows the total cost before taxes in the format number + currency
    • Tax – this line shows the name of the applied tax (taken from the tax pricing rules), its percentage, and the calculated tax amount in the format number + currency
    • Total sum– the final net cost of the order in the format number + currency, as well as the number of unique items included
    • Proceed to checkout button – if the manager has generated an invoice for the order and a payment system (other than bank transfer) has been selected as the payment method, this button becomes available. Clicking it sends the customer to the checkout page, where after entering data and confirming, they are redirected to the payment provider’s website for payment. More about configuring payment methods ➤ here

If a payment invoice is available for the order, this block will display the payment details.

• • • If the payment method is bank transfer, the block will display detailed bank account information (more details about configuring payment methods ➤ here), including:
      • account holder,
      • beneficiary bank name,
      • IBAN,
      • BIC,
      • payment reference.
    • If a payment system is selected as the payment method (more details about configuring payment methods ➤ here), a button for online payment titled Place Order will appear in the pricing block. It will redirect the user to the checkout page. In the payment method block, the following information will be displayed:
      • name of the payment system,
      • account owner,
      • payment reference.

Please note! If the order has been paid partially or fully, the Place Order button will not be displayed!