Orders and Estimates in Dashboards and Reports
Since orders (also known as work orders, tickets, and jobs) and estimates are closely linked—often with one document evolving into the other—we’ve reviewed and refined how they’re displayed in analytics, including dashboard and company reports.
On the My Company > Dashboard page, orders and estimates are now counted together in the following widgets:
Orders Today – Displays how many orders and estimates were created today.
New – Shows the number of orders and estimates currently in "New" status group.
Urgent – Indicates the number of orders and estimates marked as urgent at the moment.
Overdue – Displays the number of overdue orders and estimates.
Orders in Progress – Shows the number of open orders and estimates, grouped by status groups.
Orders by Assigned Technicians – Displays the number of orders and estimates currently in "New" and "In Progress" status groups, grouped by assigned employees.
Dropped Off Orders – Indicates the number of orders and estimates in the "Dropped Off" status group since the start of the month.
Orders Created – Shows how many orders and estimates were created since the beginning of the month.
Other metrics related to orders do not include estimates.
Also, the following reports have been updated:
Created Orders, Orders in Progress, and Technicians Report now include a filter for document type, so you can choose to view data for orders, estimates, or both.
The Ad Campaigns report displays statistics for orders and estimates combined.
The Assortment Analysis report shows data only for orders and only for products deducted from stock. If a product is added to an order without being deducted from stock, it won’t appear in this report.
Variables for Payment Links in Document Templates and Notifications
If you’ve integrated Stripe and use payment links, you can now include those links in automated notifications or print them in documents using new variables:
{Order Payment URL} – Inserts the most recent payment link generated for a document as a clickable link.
{Order Payment QR} – Inserts the most recent payment link generated for a document as a QR code.
So if multiple payment links are generated for a single order, the variable will use the last generated link to create the clickable URL or QR code.
With these variables, you can:
Configure notification templates (with the URL) to manually or automatically send messages to clients.
Configure document templates to print documents with a QR code, enabling clients to pay for their orders directly.
Enhanced Editing for Posting Documents
A small but helpful improvement to the Posting document simplifies the editing process: you can now edit product prices and quantities directly in the table row. Just click the price or quantity and enter the desired value.
For serialized products, changing the quantity will open a window where you can generate new serial numbers or remove extras.
If you have any questions or suggestions regarding these updates or RemOnline in general, please contact our Support team via chat. Your feedback helps us make RemOnline even better.