Video summary
Auftragsbestätigung erstellen
Main summary
Key takeaways
Summary (Order confirmation creation in Ida)
The video explains how to create an order confirmation document in the software Ida from an existing offer.
Steps / Workflow
- Go to the Offers tab within the project.
- Open an offer and click “Place order”.
-
In the order entry form:
- Select what exactly should be ordered (important for later tracking, since multiple tasks can be represented within one project).
- Choose to commission the entire offer.
- Optionally change the project phase during commissioning, which moves the project from the offer pipeline to the project pipeline.
-
Note the optional behaviors (mentioned in the example):
- Reject all other offers
- Auto-open an internal order form after creation (In the example, these options are turned off.)
-
Select the document type: create an order confirmation.
- Pick predefined default texts for the order confirmation. 4. Click Save.
Where the created document appears
After saving, the order confirmation can be found in two places:
- In the Offer itself, under the offer’s Documents tab.
- In the Project, under the project’s Documents tab.
Main speaker / source
- Lenard