How to View and Manage Orders with the Order Book Report in ecount ERP

This article explains how to view, filter, and manage orders using the Order Book report (Sales Order Book or Purchase Order Book) in ecount ERP.

📋 Overview

The Order Book report displays a list of orders for selected parties and products. It can show pending orders, cleared orders, or all orders. Cleared orders are marked with + (externally cleared) or * (cleared by bill/challan).

⚙️ Settings / configuration

• Date: press F6 to set the report date. The start date defaults to the previous year’s pending orders if any.
• Date range: define a range for the current year; you cannot mix previous‑year dates once a range is set.
• Side filter icon: choose All, Pending, or Clear to toggle the view.
• Filter selection: pick area, city, party (from Account Master) and group, category, product (from Product Master) to narrow the report.

🔧 Steps / How-to

1. Open the menu Report → Order Book → Sales Order Book (or Purchase Order Book).
2. Press F6 and enter the desired report date or date range.
3. Use the side‑filter icon to select Pending, Clear, or All as needed.
4. Apply additional filters (area, city, party, group, category, product) to target specific records.
5. To add a new voucher, click Insert on the report toolbar.
6. To modify an existing voucher, select it and choose Edit. Deletion is allowed only when no bill or challan is linked.
7. To clear a pending order without a bill/challan, click the Clear button. The order will show a + symbol and disappear from the pending list.
8. To recover an externally cleared order, click Clear again on that order.

💡 Tips

💡 Tip: Externally cleared orders appear with a + symbol, while orders cleared by bill or challan show a *. Use these symbols to quickly identify the clearance method.

⚠️ Note: Orders from previous years cannot be deleted in the current year, even if they remain pending.

✅ Summary

• Open the Order Book report from the Report menu.
• Set the date or date range (F6).
• Use the side‑filter to view pending, cleared, or all orders.
• Apply party and product filters as needed.
• Insert, edit, or delete vouchers (deletion restricted if bill/challan exists).
• Clear pending orders with the Clear button; recover them by clicking Clear again.