Orders Kanban view of KanView Dolibarr module - user doc

KanView (Kanban views for Dolibarr)

Orders kanban view

Columns

Possible states for Orders are:

  • Draft
  • Validated
  • Delivered, not invoiced
  • Delivered, billed
  • Invoiced, not delivered

Stock management

If the "Stock" module is activated in your Dolibarr and the option "Decrease physical stocks on sales order validation " is set to "Yes " then you will be prompted to choose the warehouse when you try to drag and drop from the "Draft" column to the "Validated" column:

Parameters

Tags
The possible tags for Kanban cards of the Orders are:

  • Amount vat excl.
  • Order date
  • Delivery date
  • Amount vat excl. + Order date
  • Amount vat excl. + Delivery Date

Colors
The colors in the lower right corner for the Kanban cards of the Orders represent the states:

  • Shipping is late for <= 7 days
  • Shipping is late for <= 15 days
  • Shipping is late for > 15 days