Order’s Overview

Manage all financial transactions—recurring contracts, provisional bookings, and one-time charges—in one place. The Orders module centralizes contracts and transactions for members and companies, covering everything from co-working desks to meeting rooms. It defines terms, billing cycles, and payments while powering billing, renewals, and invoicing, giving operators complete visibility into revenue streams.

✨ Key Highlights:

• 🔗 Order Lines: Each order can contain one or more order lines (individual products/services).
• 📅 Billing Cycles: Define start/end dates, payment schedules, and recurring charges.
• 🧾 Invoices: Automatically linked and generated from orders.
• 🎨 Status Tracking: Visual color-coded statuses show the lifecycle stage of an order.

🎨 Order Status (Color-Coded)

• Rolling (Purple): An active contract that continues automatically until cancelled.
• Renewed (Yellow): A contract successfully extended beyond its initial end date.
• Terminated/Cancelled (Light Gray): Order ended before completion or manually cancelled.
• Undecided (Red): Pending action from the customer or operator before confirmation.
• Draft (Dark Gray): Order is being created but not finalised.
• Provisional (Light Blue): Temporarily reserved but awaiting confirmation or payment.

🔎 Filters & Controls

• Date Range → Shows orders within a specific time frame.
• Product Types → Narrow down by services (e.g., Admin, Telephone, Co-Working, Meeting Rooms, Virtual Offices, Benefits, etc.).
• Search by Type/Booking → Locate orders by product/service keywords.
• Search by Client → Quickly find all orders linked to a specific customer or company.

📑 Fields in the Order List

• Order Number – Unique identifier for each order with status label and color-coding.
• Customer – Company or individual tied to the order along with the primary contact.
• Period – Contract start and end dates defining the billing duration.
• Product – Type of service included, with icons representing product categories.
• Price – Cost of the order with specified billing frequency.
• Details – Additional specifics such as suite, desk, or service information.