Orders & Pipeline

Purpose {#purpose}

Orders are the heart of EVISYS. Sales, dispatch, logistics, crew, and billing come together here.

Navigation: Sidebar Orders → /app/orders

Permissions: orders.read (view), orders.create (create), orders.update (edit), orders.workflow (change status)

Create a new order {#create-a-new-order}

1. Click Orders in the sidebar or New order at the top.
2. You are at /app/orders/new.
3. Required fields:
   • Customer (select existing or create new)
   • Venue (optional but recommended)
   • Event name (free text, e.g. “Summer Festival 2026”)
   • Clerk (default: you)
   • Project manager (from Crew roster)
4. Schedule: At least one Rental segment (start/end). Optional Setup, Event (multiple days possible), Teardown.
5. Order type: e.g. Full Service or Rental (Dry Hire).
6. Save — you land on the order detail page.

Edit: Open order → Edit (/app/orders/:id/edit) — same form.

Without a valid rental time window, the material shop cannot check availability. See Booking Equipment & Availability.

Orders pipeline (Kanban) {#orders-pipeline-kanban}

Under Orders (/app/orders) you see cards with two badges:

Order status (sales) {#order-status-sales}

Logistics status (parallel) {#logistics-status-parallel}

Tabs: Active orders / Completed (archived statuses).

Logistics details: Logistics.

Change order status {#change-order-status}

1. Open order card (/app/orders/:id).
2. Overview tab.
3. Change order status — modal opens, choose new status, confirm.

Important: Order status and logistics status are independent. After release (e.g. Confirmed / Active), set logistics to To pack manually if needed — only then does the order appear on the logistics board. An existing logistics status (e.g. Packed) is not changed when you change the order status.

Tabs on the order detail page {#tabs-on-the-order-detail-page}

Crew planning (brief) {#crew-planning-brief}

1. Open order → Crew planning tab (?tab=crew).
2. Add person — crew member, role, notes.
3. Generate order briefing PDF (Documents tab or PDF menu).

Project manager is set when creating/editing the order, not in the crew tab. Details: Crew & Calendar.

Documents and PDFs (brief) {#documents-and-pdfs-brief}

Documents tab on the order — including quote, rental contract, packing list, sub-rental request, order briefing, delivery note, invoices. Full list: pdf-documents-on-orders.

Finance (brief) {#finance-brief}

Finance & calculation tab — lines, payments, billing status. Details: Finance & Documents.

After Invoiced, material changes require confirmation — see editing-invoiced-order.

Rental requests (partners) {#rental-requests-partners}

When you book material from a partner, a rental request is created. Details: Partners & Rental Requests.

• Outgoing: Logistics tab → Rental requests for this order · from me
• Incoming: Incoming rental requests section on Orders

Crossloads {#crossloads}

At /app/orders/:id/crossloads you plan handing equipment to another order in the same organization — without returning to the warehouse.

1. Pass on this equipment — pick units, partial quantities, fixed cases, or flexcases (whole or contents) and choose the target order
2. On the source order Return screen, confirm outgoing (partial / scan OK)
3. On the target order Pack screen, receive incoming (partial / scan / handheld OK)

Timing gaps produce warnings (buffer in organization settings) but do not block planning. Edit and cancel remain available until fully received.

See also crossloads.

Schedule calendar {#schedule-calendar}

Schedule calendar (/app/calendar) shows orders by segment. Details: schedule-calendar.

Last updated: July 2026