Managing Orders
Create and manage customer orders in Caska from first entry through to fulfillment, with automatic stock updates and invoice link support.
The Orders module tracks customer orders from creation through to fulfillment. Active and completed orders are kept in separate views so your working list stays clean.
Creating an order
Go to Orders and click New Order
Click Orders in the main navigation, then + New.
Select a due date
Choose the date the order is due from the calendar datepicker.
Select a customer
Start typing a customer name and choose from the options presented from your existing customer list.
Add Products
Choose products and quantities.
Add notes or custom fields
Add any custom field information or notes relevant to this order.
Save
Click Save.
Order Archive
When an order is marked as completed, it moves to the Archive tab. Orders can be re-activated by clicking on the reactivate icon.
Invoice links
You can attach an external invoice link to an order — useful if you're generating invoices in a separate tool (accounting software, PDF generator, etc.). The link appears as an icon in the order list.
Archived orders
Completed orders live in the Archive tab. Archived orders are read-only and preserved for reporting and history.
Only active products appear in the order product form. If a product isn't showing up, check that it's marked as active in the Products module.