# \[Onix Work\] New Orders module: View, create, and manage orders (part 1/3)

**URL:** <https://community.onix.com/t/onix-work-new-orders-module-view-create-and-manage-orders-part-1-3/2378>\
**Category:** Knowledge base\
**Tags:** onix-work, official\
**Created:** [May 28, 2026, 11:07am UTC](https://community.onix.com/t/onix-work-new-orders-module-view-create-and-manage-orders-part-1-3/2378 "2026-05-28T11:07:29Z")\
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**Author:** ![phuong.duong](https://dub1.discourse-cdn.com/flex013/user_avatar/community.onix.com/phuong.duong/32/1316_2.png) [@phuong.duong](https://community.onix.com/u/phuong.duong)\
**Post date:** [May 28, 2026, 11:07am UTC](https://community.onix.com/t/onix-work-new-orders-module-view-create-and-manage-orders-part-1-3/2378/1 "2026-05-28T11:07:29Z")

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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)](https://community.onix.com/t/new-orders-module-prepare-and-process-orders-part-2-3/2379)
> - [New Orders module: Adjust order information after processing (part 3/3)](https://community.onix.com/t/new-orders-module-adjust-order-information-after-processing-part-3-3/2380)

# 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.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/c/c363f9303663c13ffe88e48ce60cc073cc691dd3.png)

## 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**.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/0/0128ef032b1689261cf601252057bb56eec3988a.jpeg)

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:

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

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/0/0529faedcf00a919184d1bfdf6590f5cb2860f7a.png)

## 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**.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/5/58ee45c63d3ac40bdaa4c02b8e3221360c0b3ccb.png)

# Create order

To create an order:

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

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

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/1/1f483f013baa6e23a5aefb25f0d193ced3083b4b.png)

**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:

1. In Onix Work, go to **Orders** and open an order.
2. Go to the **Order lines** tab.
3. Select **Add order line**.
4. Select to add a product.
5. 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 what is created when the order line is processed.   
 - **No action** : No equipment, jobs, or documents are created.   
- **Create equipment** : Creates equipment owned by the order’s customer company. No jobs or documents are created.   
- **Create equipment and jobs** : Creates equipment owned by the order’s customer company and creates open jobs for that equipment. The jobs can be completed and filed later.   
- **Create equipment and file jobs** : Creates equipment owned by the order’s customer company, creates and files the jobs, and generates documents from the order line’s forms. |
| Auto-process on stage | Determines whether the order line is automatically processed when it reaches a designated stage. |

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/e/e4a6145f4034357c14c9149156af03cf25471d7a.png)

**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. |

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/2/2b6bf3ffb779a28e3acaf519056a09a193c29674.png)

**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:

1. Select **Add property** \> **Manage properties**.
2. Select **Add**.
3. Enter the property details and save your changes.
4. Choose the new property to add it to the order line.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/2/26649a1d1180574a9fb672b531ccc600563fd720.png)

**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. |

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/4/4943978d4ee8482e683e70f1fe0718340905097b.png)

**Internal notes**

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

# Create grouped order lines

Grouped order lines are used to deliver equipment that has a main-sub relationship. The quantity of each sub line must be divisible by the quantity of the main line.

When grouped order lines are processed, sub equipment can either:

- Be created as separate equipment, or
- Have their information noted in the main equipment’s comments.

The outcome depends on the **Create sub equipment** setting in the order details. You can only edit this setting when no order lines have been processed yet.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/3/3a7c307ebb29ced1833e0d7ced15624620fcf068.png)

## Group order lines without creating sub equipment

After grouping, you only number the main order line, which later creates the main equipment. Sub equipment is not created during order processing. Instead, information about the sub equipment is automatically added to comments.

To group order lines without creating sub equipment:

1. Open the order.
2. Disable **Create sub equipment** in the order details.
3. Select the order lines and select **Group selected lines**.
4. Select the main order line. Equipment created from this line becomes the main equipment.
5. Enter the quantity and details for each order line. A sub order line quantity must be divisible by the main order line quantity.
6. Save your changes.  
 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/4/4a0cc42105d1f9accd25dd9f7f9ea458230f84a7.png)

After you group order lines:

- The **Comment on equip.** field automatically includes information about the sub equipment, such as product number and quantity. This information later appears in the main equipment comments after processing.
- The **Comment on job** field in the **Job** section automatically includes information about the sub equipment. This information later appears in form comments after processing.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/b/bc0513dc9a9a38c2ff42d4bf51bbd47eb72a069b.png)

## Group order lines to create sub equipment

After grouping, you can number both the main and sub order lines. During processing, both main equipment and sub equipment are created.

Information about sub equipment is recorded in the **Comment grouped lines** field in jobs.

To group order lines that create sub equipment:

1. Open the order.
2. Enable **Create sub equipment** in the order details.
3. Select the order lines and select **Group selected lines**.
4. Select the main order line. Equipment created from this line becomes the main equipment.
5. Enter the quantity and details for each order line. A sub order line quantity must be divisible by the main order line quantity.
6. Save your changes.  
 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/4/4a0cc42105d1f9accd25dd9f7f9ea458230f84a7.png)

After you group order lines, a new field named **Comment grouped lines** appears in the **Job** section. This field contains information about the sub equipment, including product number and quantity.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/6/63f010e6b2b1319902ed85487b8c50a3da01ce3b.png)

# Discuss an order with other users

Use the **Discussion** panel to discuss a specific order with other users. You can add and format comments, mention people, and reply to comments.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/6/63ac543b74d65b265435d7eb0bc33d7d78534136.png)

## Add a comment in Discussion

1. Open the order.
2. Open the **Discussion** panel.
3. Enter your comment.
4. Format the comment or mention other people if needed.
5. Send to post the comment.

After sending, you can edit your comment’s content or delete it. However, you cannot change the visibility of the comment.

## Reply to a comment

1. In the **Discussion** panel, find the comment.
2. Select **Reply**.
3. Enter your reply.
4. Format the reply or mention other people if needed.
5. Send to post the reply.

After sending, you can edit your reply’s content or delete it. However, you cannot change the visibility of the reply.

> Related articles:
> 
> - [New Orders module: Prepare and process orders (part 2/3)](https://community.onix.com/t/new-orders-module-prepare-and-process-orders-part-2-3/2379)
> - [New Orders module: Adjust order information after processing (part 3/3)](https://community.onix.com/t/new-orders-module-adjust-order-information-after-processing-part-3-3/2380)