This guide shows you step by step how to create an order in Mendato — from the order details to operation planning. First we'll clarify the necessary prerequisites before getting into the detailed instructions.
Step-by-Step Guide to Order Creation
Step 1: Define Order Details
In the first step, basic information for the order is defined, which serves as the basis for all following steps. This includes selecting the customer, the object and setting the order's time frame.
Click on '+New Order' and follow the steps:
Select customer
In the Customer dropdown menu, select the relevant customer. This is the billing address to which all services from this order will later be billed.
If the customer is not yet in the list, go back to Master Data > Customers and create the customer.
Select object
In the Object field, select the location where the service is performed. The order must always be assigned to an object, since this serves as the execution location.
If the object differs or does not yet exist, create it under Master Data > Objects and assign it to the customer.
Set start and end date
Start date: enter the date when the order should begin. This helps to place operations in time.
End date (optional): if the order is time-limited, you can specify an end date. If the order is open-ended, leave this field empty. Once the end date is in the past, the order automatically switches to status "Ended".
Advanced execution (optional)
Click the arrow next to Advanced execution to show additional options for the order.
Here you can enter special instructions, particular requirements or additional information about the order. These details help employees and subcontractors carry out the tasks exactly according to the customer's requirements.
Continue to the next step
Once all fields are filled in, click Next. This takes you to the next step of order creation, Add services.
Further Steps in Order Creation
After the order details, three more steps follow to complete the order setup:
Step 2: Add Order Services
In this step you can select the specific services that should be performed as part of the order. Several services can be added to one object (e.g. floor cleaning and window cleaning). These services define what kind of work is carried out for the order and enable precise planning and billing.
Step 3: Define Billing Items
Here you define how the individual items of the order should be billed. You can choose between the types service, journey and material, and set the billing model (one-time, recurring or per operation). You can also specify fixed or dynamic quantities (entry, service receipt, time tracking). The billing items are important for creating a detailed invoice for the customer.
Step 4: Plan Shifts & Operations
In the last step you can set the operation planning for the order. You have the option of creating regular shifts or creating individual operations manually. These shifts and operations determine when and by whom the services are performed at the object. Here you can schedule employees or subcontractors for carrying out the tasks.