Sales
Customer
Display customer list
When to use:
Use this when you want to check the list of customer information managed by Orion.
Users:
Manager
Screen Images:
Detail Specifications:
- You can check customer information in a list. A list of customers is displayed on the left side of the screen, and customer details are displayed on the right side of the screen.
- Company name, store name, store type, address, and recipient's name are displayed as customer information.
- The right side of the screen displays details for the company selected in the table. The items that can be checked differ depending on the tab. I will explain the tabs in order from the left.
Contact Information: You can check the contact information of the company or store.Contract: You can manage contract-related documents used when signing a contract with a company or store.Order: You can manage vegetable order information from companies and stores.Invoice: You can create and manage receipts for companies and stores.
Add customer
When to use:
Used when registering a new customer to Orion.
Users:
Manager
Screen Images:
Detail Specifications:
- Click the "+" button at the top right of the screen and click "Add Customer".
- For customer registration, you need to enter values in each of the following four steps. Let's check them in order.
- Name & Address
- Contact
- Payment
- Add Stores
Name & Address
- Enter your customer's company name, country, city, address, and postal code.
Contact
- Enter your business phone number, contact name, contact person's title, and contact email address. Company fax is an optional item.
- If there is information you would like to register other than the default fields, you can click "+Custom Contact Field" and freely add fields and values.
- If you want to delete an added field, click the "-" button to the right of the item.
Payment
- Choose payment methods and payment terms with your customers.
Add Stores
- Enter the store name, country name, city, address, store type, store phone number, email address, contact name, contact title, and address.
- Multiple stores can be registered. To register multiple stores, click "+ Create a New Store".
- If you wish to modify store information that has already been entered, click the "Edit" button to the right of the store name and modify the information. After fixing, click "Apply the Fix".
- If you want to delete store information that has already been entered, click the "-" button to the right of the store name.
When all input is complete, click the "Save" button. Customer information is stored in Orion.
tip
- Customer input information can be temporarily saved during input.
- To save temporarily, click the "Temporarily Save" button.
- If you temporarily save, when you add the next customer, you can choose whether to create customer information from the continuation of the temporarily saved content, or to discard the temporarily saved content and create a new one.
Edit customer details
When to use:
Used when editing the company name, store name, store type, and address of the customer's registered information.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Edit" from the menu on the right side of the customer record you want to edit. The customer details editing screen will be displayed.
- When you have finished entering the edited content, click the "Save" button.
Archive Customer
When to use:
Use this when you want to change a customer to archive status.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Archive" from the menu on the right side of the customer record you want to archive.
- If you archive a customer, you will not be able to edit the customer, upload contract-related documents, create orders, create invoices, etc.
caution
- You cannot archive a customer if a cultivation plan is already in progress for the order from the customer to be archived. Please delete all related cultivation plans and try archiving again.
Unarchive customer
When to use:
Use when you want to change a customer to active status.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Unarchive" from the menu on the right side of the customer record to be unarchived.
- Unarchiving a customer makes the customer active and can resume access to all features.
Delete customer
When to use:
Use this when you want to delete a customer.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Delete" from the menu on the far right of the customer record you want to delete.
- A warning about customer deletion will be displayed. Check the contents and click "Delete". Deletion of customer information is complete.
caution
- Deleted customer information cannot be restored. If you want to keep customer information, use the Archive function.
Customer Filtering
When to use:
Use this when you want to filter the list of customer information.
Users:
Manager
Screen Images:
Detail Specifications:
- Click the "Filter" button at the top right of the screen.
- Company name, store type, store country, and store city can be used together as filter conditions.
- Check the conditions you want to display and click the "Save" button to apply the filter.
- Click the "Clear" button to reset the conditions.
Sorting Customers
When to use:
Use this when you want to sort the list of customer information.
Users:
Manager
Screen Images:
Detail Specifications:
- Click the "Filter" button at the top right of the screen.
- Company name, store type, store country, and store city can be used at the same time as sorting conditions.
- Click once on the condition you want to sort, and the condition will be sorted in "ascending order," the second click will return it to "descending order," and the third click will return to "no sort condition."
- If multiple conditions are used for sorting, the items will be sorted in the order of company name > store type > store country > store city.
- Click the "Clear" button to reset the conditions.
- Click the "Save" button to apply the sort.
Contact
Display company/store contact information
When to use:
Use this when you want to check the contact information of a company or store.
Users:
Manager
Screen Images:
Detail Specifications:
- You can check the contact information for the customer record selected in the list on the left side of the screen.
Edit company/store contact information
When to use:
Use this when you want to edit company/store contact information.
Users:
Manager
Screen Images:
- Company contact information
- Store contact information
Detail Specifications:
- Click Edit to the right of your company or store contact information. The contact editing screen will be displayed.
- Change the values to the contents you want to edit, and click "Save" when finished.
info
For details on the input contents for each item, please refer to the contents of Contact or Add Stores in the customer addition function.
Contract management
Display contract
When to use:
Use this when you want to check documents related to contracts with companies and stores.
Users:
Manager
Screen Images:
Detail Specifications:
- You can check the contract-related documents for the selected customer in the list on the left side of the screen.
- Contract documents display valid contract documents and invalid contract documents.
Upload contract
When to use:
Use this when you want to upload a contract.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Upload a new Contract". The contract document upload screen will be displayed.
- Drag and drop the contract file into the dotted frame, or click inside the frame to select the file. The upload will begin.
- Multiple contracts can be uploaded at once.
- If you want to remove an uploaded file, click the trash can icon to the right of the file.
- If you want to save the uploaded contract, click the "Save" button.
info
Your uploaded document will not be saved until you click the "Save" button. Don't forget to click the "Save" button.
Update contract
When to use:
Use this when you want to update the contents of a contract, such as when renewing a contract with a customer.
Users:
Manager
Screen Images:
Detail Specifications:
- Click the menu to the right of the contract you want to update and click "Update."
info
For file upload specifications, see Upload contract.
Download contract
When to use:
Used when downloading an uploaded contract.
Users:
Manager
Screen Images:
Detail Specifications:
- Click the menu to the right of the contract you want to download and click "Download." The file will begin downloading.
Deactivation of contract
When to use:
Use this when you want to change the status of a contract to invalid, such as when the contract period expires or the contract contents are stopped from being renewed.
Users:
Manager
Screen Images:
Detail Specifications:
- Click the menu to the right of the contract you want to invalidate and click "Inactive."
- Once you change the status of a contract to invalid, it will no longer be possible to renew the contract.
- Even if the contract status is invalidated, the contract information will remain.
Activation of contract
When to use:
Use this when you want to change the status of an invalid contract to a valid status, such as when restarting a contract.
Users:
Manager
Screen Images:
Detail Specifications:
- Click on the menu to the right of the row of the contract you want to activate and click "Activate".
Delete contract
When to use:
Use this when you want to delete a contract, such as canceling the contract contents.
Users:
Manager
Screen Images:
Detail Specifications:
- Click the menu to the right of the contract you want to delete and click "Delete". A confirmation screen will be displayed, so follow the confirmation screen to delete.
caution
- Deleted contracts cannot be restored. If you want to keep the contract information, please use Invalidate contract.
Customer Order
Display customer orders
When to use:
Use this when you want to check the list of orders received from customers.
Users:
Manager
Screen Images:
Detail Specifications:
- You can check the list of orders received from the customer selected in the list on the left side of the screen.
- The number of active orders is displayed next to the tab.
Create customer order
When to use:
It is used when registering new order information in Orion, such as when receiving an order for vegetables from a customer.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Create a New Order."
- Select "Unprocessed product" or "Processed product".
- Initial delivery date, repeat frequency, total quantity, and price per unit are required.
- For "unprocessed products", crop, variety, species name, and crop size are required.
- For "processed products", farm products and EAN code must be entered.
- If you want to order multiple crops at once, you can register multiple crops by clicking "+add another crop".
- If multiple crops are registered, order information will be created for each crop. Cultivation plans will also be created for each crop.
- If you want to delete the added crop, click "delete crop" under the crop.
- Click the "Save" button to save your order as a valid order.
- Click "Save to In-active" to save the order as an inactive order.
caution
Orion supports the creation of cultivation plans only for "Unprocessed Product".
info
When order information is created, we send an order creation notification to users with sales access.
Edit Customer Order
When to use:
Use this when you want to edit existing order information, such as when a customer requests a change to order details.
Users:
Manager
Screen Images:
Detail Specifications:
- Click on the menu to the right of the order you want to edit and click "Edit". The order information editing screen will be displayed.
- Registered order information will be entered by default in each input field, so edit it as you wish.
info
For information on entering order information, see Create customer order.
Terminate customer order
When to use:
Use this when you want to end an order for which a cultivation plan has been created due to termination of a contract with a customer, etc.
Users:
Manager
Screen Images:
Detail Specifications:
- Click on the menu to the right of the order you wish to terminate and click "Terminate".
- Please enter the final delivery date for your order. You can select a date after the end date of the cultivation plan currently in progress as the final delivery date.
- If you want to finish your order, please click the "Save" button.
Enabling Customer Orders
When to use:
Use this when you want to change a customer order created in an invalid state to an active state.
Users:
Manager
Screen Images:
Detail Specifications:
- Click on the menu to the right of the order you want to activate and click "Activate".
- To activate, click the "Activate" button in the confirmation message.
Delete customer order
When to use:
Use this when you want to delete a customer order, such as when you have created a customer order by mistake.
Users:
Manager
Screen Images:
Detail Specifications:
- Click on the menu to the right of the order you want to delete and click "Delete".
- To delete, click the "Delete" button in the confirmation message.
- Orders for which a cultivation plan has already been created cannot be deleted.
Resuming customer orders
When to use:
Used when restarting a completed order.
Users:
Manager
Screen Images:
Detail Specifications:
- Click on the menu to the right of the order you want to resume and click "Resume".
- Initial delivery date and repeat frequency are required.
- Click the "Save" button to save the order as a valid order.
- Click "Save to In-active" to save the order as an inactive order.
Payment
Display payment
When to use:
Use this when you want to check a list of company or store invoices.
Users:
Manager
Screen Images:
Detail Specifications:
- You can check the invoices for the selected customer in the list on the left side of the screen.
Create invoice
When to use:
Use this when you want to create invoice.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Create a New Invoice".
- Start and end dates, currency, tax rate, product information, and billing name are required.
- The default name of the invoice is "Month/Day/Year_Company Name_Store Name".
- After selecting a product and entering the number of products, unit, free quantity, discount rate, and unit price, click the "+" button on the right to add product information.
- If you wish to reset the product information while entering it, please click the "Reset" button.
- If you want to delete the added product information, click the "Delete" button.
- If you want to save the billing details and download them as a PDF at the same time, click the "Download" button.
- If you want to save it as a pdf without downloading it, click the "Save" button.
Update invoice
When to use:
Use this when you want to update invoice.
Users:
Manager
Screen Images:
Detail Specifications:
- Click the menu to the right of the bill you want to update and click "Update."
- Registered invoice will be entered by default in each input field, so edit it as you wish.
info
For information on entering invoice, please refer to Create invoice.
Download your invoice
When to use:
Use this when you want to download your invoice as a PDF file.
Users:
Manager
Screen Images:
Detail Specifications:
- Click on the menu to the right of the bill you want to download and click "Download." The file will begin downloading.
Delete invoice
When to use:
Use this when you want to delete invoice.
Users:
Manager
Screen Images:
Detail Specifications:
- Click the menu to the right of the charge you want to delete and click "Delete".
Edit payment information
When to use:
Use this when you want to edit payment information.
Users:
Manager
Screen Images:
Detail Specifications:
- Click Edit to the right of your payment information.
- Select the payment method and payment period and click the "Save" button.
Farm Product
Display farm products
When to use:
Use this when you want to check the list of farm products.
Users:
Manager
Screen Images:
Detail Specifications:
- You can check the list of farm products.
- Information on farm products includes product name, EAN-CODE, details, crop, variety, species, size, quantity, weight, processing method, and storage period.
- You can search by agricultural product name from the search box on the top right.
Add farm products
When to use:
Use when you want to add farm products.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Add Farm Product" in the top right corner.
- Product Name, EAN-code, Packaging Spec, Product Quantity, Packaging Quantity, Processing, Shelf life, Crop Type Crop Variety, Seed Name, Size are required. Either Quantity or Weight must be entered.
- If you want to set an image for farm products, click on the frame below Product Image and select the image.
- Images can be JPG, PNG, or SVG files.
- Image file sizes of 2MB or less can be used.
- To delete the set image, click on the trash can mark that appears when you hover over the image.
- If your produce includes multiple crops, such as mixed vegetables, you can add another crop by clicking "+add another crop".
- If you want to delete the added crop, click "delete crop" under the crop.
- Once you have completed entering the agricultural product information, click the "Save" button to save it.
Edit farm products
When to use:
Use this when you want to edit farm products.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Edit" from the menu on the right side of the agricultural product you want to edit.
- The already registered contents will be entered as default values for each item. Change the content to what you want to edit.
info
For input information on farm products, please refer to Add farm products.
Archive farm products
When to use:
Use this when you want to change farm products to archive status.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Archive" from the menu to the right of the produce you want to archive.
- Produce cannot be archived if it has already been used by a customer.
- Click the Confirm button to confirm the customer's order information.
Unarchive farm products
When to use:
Use this when you want to change farm products to active status.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Unarchive" from the menu to the right of the produce you want to unarchive.
Delete produce
When to use:
Use this when you want to delete farm products.
Users:
Manager
Screen Images:
Detail Specifications:
- Click "Delete Permanently" from the menu to the right of the produce you want to delete.
- Produce cannot be deleted if it has already been used by a customer.
- Click the Confirm button to confirm the customer's order information.
- To delete, click the OK button in the confirmation message.
- Click the Cancel button to cancel the deletion.