New Orders module: View, create, and manage orders (part 1/3)

phuong.duong · May 28, 2026, 11:07am

Use the Orders module to create and manage equipment deliveries to customers, whether or not they are members of Onix.
In this article, you learn how to find orders, create new orders, and complete order details such as customer information, equipment, properties, and job information.

Related articles:

New Orders module: Prepare and process orders (part 2/3)

New Orders module: Adjust order information after processing (part 3/3)

Prerequisite

To access the Orders module, your user account must have the Supplier license.

View and find orders

The order view shows orders in a table format. You can search by keywords, filter, sort, group, and switch views to find orders.

Search

Use the search box to quickly find orders based on their identification details.

To search, enter an order number, customer order number and customer name, or other identifying information.

Views

Use views to customize how the order list is displayed and organized. You can choose from:

Standard views : Predefined and not editable.
Your own views : Editable and visible only to you.
Shared views : Created by others and shared with you.

Within each view, you can:

Name the view
Choose who can see it
Set default filters
Select fields to display
Set default sorting and grouping. You can sort by up to 3 levels.

Actions with an order view:

Switch between views: Select the current view > Select a view > Choose an option from the list.
Set a view as the default view each time you access the Orders module: Switch to the relevant view > Select Pin.
Create a new view: Select the current view > Create new view > Enter the relevant values > Save.
Copy a view: Select the current view > Create copy > Name the copy > Apply.
Edit a view: Select the current view > Edit current view > Enter the new values > Save.
Delete a view: Select the current view > Delete view.
Find the view’s created and modified information: Select the current view > Properties.

Filters

Use filters to narrow down the order list by applying one or more criteria.

To filter by one or more criteria, open the Filter panel, fill in the relevant fields and select Apply.

To filter by additional fields:

Select Select criteria > Add a field.
Select display fields from the list > Save your changes.
Enter a search value in the new field.

Sort and group

Sort or group the order list to organize it by a specific field.

To sort: Select a column header > Sort A to Z or Sort Z to A.
To group: Select a column header > Group by.
To remove sorting or grouping: Select the column header > Default from view.

Create order

To create an order:

In Onix Work, go to Orders.
Select New.
Enter the order information and save your changes.

After you create an order, you can continue to complete additional details.

General

Field	Description
Order no.	The order number.
Cust. order no.	The customer order number.
Order date	The date of the order.
Create sub equipment	Determines whether grouped order lines create sub equipment when the order is processed.

Customer

Field	Description
Customer	The company that the order is delivered to. The list includes member companies connected to your company and non-member companies managed by your company. If the customer does not exist yet, you can create a new non-member company during order creation.
Customer location, Customer area	The location and area where the order is delivered. You must select a customer before selecting a location or area.
Customer reference	The reference contact for the customer company. You can create a new contact during order creation.

Instructions

These fields are automatically populated with values synchronized from the Companies module. You can update these values in the Orders module if needed. However, changes made here do not update in the Companies module.

Field	Description
Form requirement	Determines which documents are generated from forms when the order is processed.
Control regime	The safety rules that equipment must follow for inspections and documentation.
Show owner’s ID	Determines whether the Equipment owner’s ID field is visible during numbering.

Internal notes

Field	Description
Order-specific notes	Additional notes about the order for users in your company. These notes are visible to Onix Pick and Pack users while picking equipment.

Supplier

Field	Description
Supplier	The company that the order is delivered from. You can select from your non-member companies, connected member companies, or your own company.
Supplier location	The location from which the order is delivered.
Our reference	The reference contact for the supplier company. You can create a new contact during order creation.

Create order lines

To create order lines:

In Onix Work, go to Orders and open an order.
Go to the Order lines tab.
Select Add order line.
Select to add a product.
Enter the order line information and save your changes.

After you create an order line, you can continue to complete additional details.

General

Field	Description
Quantity	The quantity of items in the order line.
Line number	The description or name of the order line.
Process	Determines whether equipment, jobs, and documents are automatically created when the order line is processed.
Auto-process on stage	Determines whether the order line is automatically processed when it reaches a designated stage.

Equipment

Field	Description
Control category, Type, Model, WLL/SWL	Details of the equipment included in the order line.
Customer location, Customer area	The location and area where the order line is delivered to.
Placement	The placement of equipment in the order line.
Customer contact	The customer contact for this order line.
Certificate, Certified by	The certification number and organization of the equipment in the order line.
Producer	The individual or organization that produced the equipment in the order line.
Prod. acc. to	The standard or guideline under which the equipment was manufactured.
Comment on equipment	Additional notes on equipment created from the order line.

Properties

Properties are automatically populated from products. You can add, remove, update, and rearrange properties.

To add an existing property, select Add property > Choose a property from the list.

To create and add a new property:

Select Add property > Manage properties.
Select Add.
Enter the property details and save your changes.
Choose the new property to add it to the order line.

Job

Field	Description
Tested acc. to	The test procedure or safety standard used to assess product quality and performance.
Comment on job	Additional notes on the job created from the order line. This comment also appears on documents generated from forms of the order line.