Automated actions for orders

Modified on Mon, 25 Nov at 3:07 PM

Add automized actions

In the main menu, go to "Order Types," select the order type you want to have automated actions for. Then, choose the action(s) to be performed for this order type in the "Action after invoicing" tab to the right.

"Add existing equipment to entity" –

This action adds items from the main unit block (the first block on the order with an individual connection) as mounted equipment on the individual.
Note: "Existing equipment" can be added and displayed in the Mounted Equipment tab (Entity view).

"Add connected entities" – This action adds any additional entities in the order as connected entities to the main individual block. (For example, a boat engine can be linked to a boat.)
Note: "Connected entities" can be added and displayed in the Connected entities tab (Entity view).
To use this automation, simply use the configured order type in your order.

How to use the function

Create an order(make sure it is the correct ordretype).
Add the desired item/capital good.
Create the invoice.

After invoicing, you can easily locate the entity's connections from the entity view.

IMPORTANT! If something goes wrong, both actions can be rerun after invoicing. Follow these steps to execute the routine again.

Return to the order view.
Open the mainmenu.
Select the "Action after invoicing" option and choose the automated actions that need to be performed.