Keep documents connected to their order.
After an order, buyers and administration need a traceable relationship to the associated documents. Number, status and intended processing must agree.
Process order
- Order
- RW-1042
- Company
- Rheinwerk
- Item
- 2 × PowerCore Pro
- Net order value
- €1,840.00
Further processing pending
Administration sees the same order as the buyer, with its additional processing tasks.
Order documents
- Contents
- Company, products, quantities and order value
- Next task
- Review the agreed data transfer
Agora assigns document entries to the order. The public explanation shows how this relationship supports work after ordering and which details may be needed for a finance handoff.
How it works.
Open the order
The order reference provides the shared starting point for further processing.
Find the document entry
Related details are considered within the order. A number identifies the entry within the agreed workflow.
Understand the status
Administration can see the current state and whether further processing or review is intended.
Pass on the data
For an intended finance handoff, the document reference and required fields are reviewed together.
A document status explains a processing step.
A visible document entry is not automatically a generated PDF invoice. File creation, invoicing, required formats and the leading finance system are considered as explicit scope. This keeps Agora’s responsibility and the next intended project step clear.
What we configure for your shop.
- Document types
- Which entries does your ordering process need, and which system is responsible for creating them?
- Numbers and assignment
- How are document and order related unambiguously?
- Visibility
- Who may see the entry, and who owns further processing?
- Finance handoff
- Which information and checks does the agreed export or integration require?
Frequently asked questions.
Does the example generate an invoice?
The public view explains the document reference. It does not create an actual invoice or trigger invoicing.
How does DATEV fit in?
An intended DATEV export can use the assigned document and order data. Fields, account mapping and finance acceptance are defined for your project.
Fits your workflow.
How should your shop use this feature?
We develop Agora and use it to build your individual B2B shop. Let us discuss the workflow, configuration and integrations you need.
Discuss your shop project