Sample Orders

The Sample Orders page manages sample orders — the bridge between sample reception and invoicing.

Button	Action
	Add — Create a new record
	Columns — Show/hide table columns
	Filters — Open/close the filter panel. A red dot indicates active filters
	Export CSV — Download table data as a CSV file
	Orientation — Toggle between portrait and landscape printing
	Print — Generate a PDF of the current view
	Help — Open the help dialog
	Search — Quick search through table data

Record Actions

Clicking the icon on each row shows:

Edit — Open the edit form
Preview — View record as PDF
Download PDF — Download the record as a PDF file
Send Email — Send the record as a PDF attachment via email
Delete — Delete the record (with confirmation)

Fields

Field	Description
Order No.	Auto-numbered (ORD-YYYY-NNNN) or manual entry
Date	Order date
Client	Customer selected from contacts
Status	Draft, Quote, In Progress, Completed, Invoiced, Cancelled
Order Discount	Percentage (%) or fixed (€) discount at order level
Total	Auto-calculated from lines and discounts
Notes	Additional remarks

Order Lines

Each order contains lines with:

Field	Description
Description	Service description
Quantity	Number of units
Unit Price	Price per unit (€)
Line Discount	Percentage (%) or fixed (€) discount on the line
Line Total	Auto-calculated (quantity × price − discount)

You can add lines in two ways:

From the price list — select a service and the price fills in automatically
Manually — enter a free-text description and price

If the selected customer has a price contract, the contract price is applied automatically instead of the catalog price. If the quantity reaches a volume discount tier, the corresponding discount is applied automatically to the line.

Order templates

For recurring sets of services (e.g. "Full soil panel") use templates:

Apply template — pick a template from the list in Order Lines; its lines are appended to the order (non-destructive), and totals recompute.
Save as template — save the current lines as a new named template.

Templates are managed from the Order Templates page (Invoicing menu).

Status Workflow

Each order follows a defined status flow:

From	To	Note
Draft	Quote, In Progress, Cancelled	Initial status
Quote	In Progress, Cancelled	After sending a quote
In Progress	Completed, Cancelled	While analyses are underway
Completed	Invoiced	Via conversion to invoice
Invoiced	—	Locked status
Cancelled	—	Locked status

Convert to Invoice

When an order reaches Completed status, a conversion button appears. During conversion:

An invoice is created with auto-numbering
Order lines are copied to the invoice
The order discount is added as a negative line on the invoice
The order status changes to Invoiced

Quote (Proforma)

You can generate a quote PDF to send to the customer:

Document title: "Quote"
Available via the share icons on each row in the table
Options: print, download PDF or send by email

Frequently Asked Questions

How does auto-numbering work?

If you leave the "Order No." field blank when creating an order, the application assigns the next available code (format ORD-YYYY-NNNN). You can also enter your own code.

How are discounts applied?

There are two levels of discount: the line discount (percentage or fixed) deducted from each line individually, and the order discount (percentage or fixed) applied to the overall total. Volume discounts and contract prices are applied automatically where applicable.

Can I convert an order to an invoice before it is completed?

No. Conversion is only available when the order is in Completed status. This ensures that invoices are not issued for pending analyses.

How do I send a quote to the customer?

Change the status to Quote and use the share icons (print, download, email) on the order row. The PDF is generated automatically with the title "Quote".

Can I change a locked status?

No. The Invoiced and Cancelled statuses are final and do not allow further changes. This protects the integrity of the financial data.