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:
- Select article — From the article master or enter manually
- Enter quantity — Number of ordered units
- Assign price — From the price list or individually
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:
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.