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🧾 Orders 2.0

Orders are a unified and flexible solution for managing purchasing, sales, services, transport, and HR processes in PULSAWORK. The new version consolidates all previous types into a single order with line items, and adds a modern interface, catalog, metrics, and integration with invoicing.

🕰️ Previous version – Orders 1.0

  • Separate order types (recruitment, employment, commercial, services, transport)
  • No unified line items or shared fulfillment across types
  • No integrated catalog or duplication
  • Limited visual metrics and fulfillment overview
  • Invoicing was not linked to line item fulfillments

✨ What’s new

  • New user interface
  • Single order with multiple line item types
  • Integrated item catalog
  • Order duplication
  • Issuing and receiving invoices (requires active Invoices service)
  • Tracking of received and placed orders
  • Visual metrics: loss, profit, margin
  • Visual fulfillment tracking

🎯 Why use Orders 2.0

  • Unified process for all scenarios
  • Links to contracts, projects, employees, and cost centers
  • Full traceability of fulfillments and invoicing
  • Speed via catalog and duplication

⚙️ How it works

  • There is a single order that contains line items of different types
  • Line items replace the old standalone order types
  • Fulfillments are recorded per line item and affect invoicing and metrics

🧩 Order line item types

👥 Recruitment

  • Purpose: talent recruitment
  • Fulfillment: handovers of profiles or quantities against target
  • Tracking: progress against target quantity

👨‍💼 Employment

  • Purpose: assignment to the user employer
  • Fulfillment: against a target within a from–to period; a contracted employee is expected
  • Tracking: fulfillment and duration by period

🛠️ Service

  • Purpose: service work and time-and-materials work
  • Fulfillment: handovers from timesheets with number of hours, reference, and rates
  • Accounting: posting to a cost center

🛒 Sale/Purchase of goods and services

  • Purpose: B2B/B2C sale or purchase of products and services
  • Fulfillment: handovers of unit quantities

🚚 Transport

  • Purpose: transport of goods or people
  • Attributes: loading and unloading location, distance, vehicle
  • Fulfillment: delivery confirmation with date, loading date, and expected delivery

🗃️ Order records

🏷️ Order type:

  • Received: we are the supplier; we obtained the order
  • Placed: we are the client; we place the order to a supplier

🧾 Invoicing:

  • Issuing and receiving invoices tied to line item fulfillments
  • Requires the Invoices service to be active

➕ Duplication:

  • Creating a copy speeds up recurring cases

📊 Details and metrics

  • Order detail: core data, list of line items and fulfillments
  • Fulfillment visualization: progress against target at the line item level
  • Business metrics: loss, profit, and margin

🔎 Filtering

  • Search
  • Date range
  • Order manager
  • Responsible person
  • Tags
  • Commercial contract
  • Line item types: recruitment, employment, service, transport, sale/purchase
  • Order type: received, placed
  • State: confirmed, prepared, sent, delivered, returned, canceled, unconfirmed
  • Status: active, archived
  • Invoicing state: not invoiced, partially invoiced, fully invoiced

🛠️ Bulk actions

  • Generate order documents
  • Archive orders

📚 Item catalog

  • Preconfigure products and services
  • Automatic form autofill of line items

⚙️ Service settings

  • Enable/disable line item types that should not be included in records

Navigation → Finance → Orders

💡 Tips

  • Use duplication for recurring orders
  • Use the catalog for quick item entry