Working with Order and Ceiling Lists
Order management takes place on the "Order Information" tab.
On the left is the order list. It can be filtered by a specified time period (Current day, Current week, Current month, Current year, All time), as well as by order status (Calculation, New, In Progress, Ready, Shipped, On Order, All).
You can sort the order list: clicking on a column header (Order #, Date, Customer Name\Dealer, Address) will sort the list by that column. Clicking the same header again will sort the list in reverse order. Clicking on the "Orders" header will reset the sorting. From version 1.56, sorting is preserved after closing the program.
You can also select tabs to display all orders, only customer orders, or only dealer orders.
The "Sort" dropdown list under the order list changes the order display: when selecting "customer", customer information is displayed, including customer address or installation address (which address to display can be changed in settings).
When selecting the "Dealer" sort type, the dealer's legal information is displayed. Search by keywords is available: by customers, by dates, by order numbers.
An order can contain multiple ceilings. For each ceiling, the corresponding material, harpoon, and harpoon joint are specified.
The order specifies either a customer or a dealer.
The button with arrows on an orange circle at the bottom of the order list allows you to refresh the list.
When right-clicking on an order in the list, a menu appears:
Assign order number - assigns a number to an order with "Calculation" status
Change order number - allows manually changing the order number to any desired number
Archive - sends the selected order to the archive
Delete order - deletes the selected order. Starting from version 1.58, sends the order to the Deleted Orders and Ceilings Trash Bin
"Order Status" submenu - allows setting one of the statuses for the order (Calculation, From Measurer, New from Dealer, New, On Order, In Progress, Ready, Shipped, Closed, Cancelled) and for the "Components" order, it's possible to set the status "Shipped".
There is also the ability to select the order sort type by "Customer Name" or by "Dealer"
Working with the Ceiling List
Right-clicking on the ceiling list brings up a menu where you can select the ceiling status, create a ceiling copy, or copy ceilings to a new order (from version 1.58) through the "New Order" submenu.
When copying ceilings, you can choose whether the ceilings will be moved to a new order or just copied.
How to use the order archive?
What questions does this article answer?
How to manage order and ceiling lists in EasyCeiling?
What are the list management features?
How to organize orders and ceilings?
What are the list tools?
How to handle multiple items?
What are the list procedures?
How to ensure list accuracy?
What are the organization features?
How to troubleshoot list issues?
What are the list requirements?
How to optimize list workflow?
What are the organization options?
How to manage list data?
What are the list guidelines?
How to verify list information?
What are the list tools?
How to handle complex lists?
What are the list standards?
How to ensure precise list management?
What are the best practices for list organization?