> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Orders

> Create service orders, sales orders and quotes, approve, complete, generate the sale and print the PDF. Understand the statuses and fields.

**Orders** is the central module of operations. An order can be a **Service Order**, a **Sales Order** or a **Quote**, and all follow the same status flow.

## When to use

To record what will be done or sold to a customer, control internal approval, deduct products from stock and turn the result into a sale.

## Before you start

* Orders module in the plan and permission in your role.
* Registered customer (see [Prospects and customers](https://docs.notfy.ai/en/cadastros/leads.md)).
* Registered products and services, if you want to pull them from the catalog ([Products and services](https://docs.notfy.ai/en/operacao/produtos-e-servicos.md)).

## Create an order

**1. Open Orders**

In the **Management > Orders** menu, click **New Order**.

**2. Order Data tab**

Choose the **Customer** (required), the **Type**, the **Status** (starts at **Draft**), the **Title / Subject** and the **Delivery Time**.

**3. Items tab**

Add items. Each item has **Catalog Product / Service** (optional), **Type** (Product, Service, Labor, Fee / Charge or Other), **Description**, **Qty**, **Unit**, **Unit Amt.**, **Discount** and **Item Note**. The **Subtotal** is calculated. If the **Link (vehicle, case…)** field is available, use it to link the item to a vehicle.

**4. Financial tab**

See **Subtotal**, adjust **Global Discount (R\$)** and **Additional Fees (R\$)** (ISS, charges or other surcharges). The **Total** is calculated.

**5. Notes tab**

**Notes (visible in the PDF)** appear on the document. **Internal Notes (not shown in the PDF)** are only for the team.

### Extra workshop fields

When the company's segment is auto repair shop, the **Order Data** tab also shows **Vehicle** (only those of the chosen customer), **Distance unit**, **Entry Mileage** and **Exit Mileage**. The **Exit Mileage** is filled in when the service is completed.

## Types and statuses

| Type | Use |
| :- | :- |
| **Service Order** | Work to be performed. It is the only type shown on the [orders board](https://docs.notfy.ai/en/operacao/quadro-de-ordens.md). |
| **Sales Order** | Sale of products and services. |
| **Quote** | Proposal before closing a deal. |

| Status | Meaning |
| :- | :- |
| **Draft** | Being prepared. Only draft orders can be deleted. |
| **Open** | Order released. |
| **Pending Approval** | Waiting for internal approval. |
| **In Progress** | Being executed. |
| **Completed** | Service done, ready to become a sale. |
| **Invoiced** | Sale generated; the order is locked for editing customer, type and status. |
| **Canceled** | Closed without invoicing. |

## Flow with buttons

At the top of the order, only the buttons valid for the current status appear.

**1. Open Order**

Available in **Draft**. Changes to **Open**.

**2. Request Approval (optional)**

Available in **Open**. Changes to **Pending Approval** and notifies the people in charge.

**3. Approve or Reject**

Whoever has approval permission sees **Approve** (goes to **In Progress**) and **Reject** (goes back to **Open** and sends the **Rejection reason** to the requester).

**4. Start Service**

Available in **Open**. Changes to **In Progress**.

**5. Complete Order**

Available in **In Progress**. Changes to **Completed**.

**6. Generate Sale**

Available in **Completed**, with no sale yet. Creates the sale in [Financial](https://docs.notfy.ai/en/financeiro.md) and changes the order to **Invoiced**. The **View Sale** button takes you to it.

> [!NOTE]
>
> If the order has a checklist with pending items, the notice appears before generating the sale. The generated sale can receive the tax invoice: see [Issue invoices](https://docs.notfy.ai/en/fiscal/emitir-notas.md).

## Invoice several orders

In the list, select orders and use **Invoice Orders**. The **Invoice Selected Orders** window says how many will be invoiced and how many will be skipped because they are already invoiced or not completed. Fill in the billing data and click **Generate Invoices**.

## Checklist, attachments and reminders

When you open an existing order, there are relationship tabs:

* **Checklist**: verification items. **Apply template** loads a template (group and item); **Add item** creates individual items.
* **Files**: upload documents and photos of the order; you can view, download and delete them.
* **Reminders**: register inspection notices for the customer. See [Service reminders](https://docs.notfy.ai/en/operacao/lembretes-de-servico.md).

## PDF

The **PDF** button offers **Detailed Order**, **Cover** (identification sheet) and **Checklist** (only if there are items). Each one opens a preview with **Download PDF**.

## Inventory

Items linked to a catalog product deduct the stock balance as soon as they are added to the order. When the order is canceled, the products return to stock. Services do not move the balance.

> [!WARNING]
>
> The deduction happens when the item is added, including in drafts and quotes. There is no separate reservation: remove the item to return the product to stock.

## Frequently asked questions

> [accordion] Why can't I delete the order?
>
> Only orders in **Draft** can be deleted, and orders that have already generated a sale or charge are protected. Use **Canceled** as the status when you need to close one.

> [accordion] The Approve button does not appear for me.
>
> It requires the permission to approve orders in your role. Ask the administrator.

> [accordion] Where do I see a vehicle's orders?
>
> In the vehicle's edit page, **Orders** and **Sales Orders** tabs. See [Vehicles](https://docs.notfy.ai/en/operacao/veiculos.md).

> [card] [Orders board](https://docs.notfy.ai/en/operacao/quadro-de-ordens.md)
>
> Follow orders by stage.

> [card] [Issue invoices](https://docs.notfy.ai/en/fiscal/emitir-notas.md)
>
> Tax invoice for the generated sale.


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