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Create Order

Creating a new order is done through a structured form that captures all relevant order data. The order is created via the BookingController in the Laravel API.

Access

The creation form is opened via the "New Order" button in the order list.

Route: /bookings/create

Form Fields

Header Data

Field Required Description
Customer Yes Selection from the customer database (autocomplete search)
Contact Person No Contact person at the customer
Order Number No Customer's external order number
Internal Number Auto Automatically assigned
Order Date Yes Date the order was created (default: today)
Delivery Date No Desired or agreed delivery date

Delivery Terms

Field Required Description
Delivery Address No Alternative delivery address (default: customer address)
Delivery Terms No e.g., "free delivery", "ex works"
Shipping Method No e.g., "parcel service", "freight", "pickup"

Costs and Terms

Field Required Description
Payment Terms No e.g., "net 30 days", "prepayment"
Discount (%) No Overall discount on the order
Notes No Internal notes about the order

Customer Data

When a customer is selected, the delivery address, payment terms, and contact person are automatically populated from the customer master data. These can be individually adjusted in the order.

Status on Creation

A new order automatically receives the status "New". The status can then be changed manually or through defined workflows.

Order Items

After saving the header data, order items can be added:

  1. Select article — From the article master or enter manually
  2. Enter quantity — Number of ordered units
  3. Assign price — From the price list or individually
POST /api/v2/bookings

Example request:

{
  "customer_id": 42,
  "contact_person": "Max Mustermann",
  "order_number": "B-2026-001",
  "order_date": "2026-03-08",
  "delivery_date": "2026-03-20",
  "payment_terms": "30 Tage netto",
  "notes": "Eilauftrag"
}

Status Management

The order status can be changed via the detail view. Permitted transitions:

New → In Progress → Completed
                  → Cancelled

Warning

A cancelled order cannot be reactivated. Create a new order if needed.

Assign Category

Each order can be assigned an order category (see Order Categories). This facilitates later filtering and analysis.

Permissions

Creating orders requires the booking_manage permission.