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Work with Orders

Shillinq treats every commitment between you and another party as an Order. A purchase order to a supplier, a sales order to a customer, a booking, a grant / subsidie, a quote and a ZZP engagement are all the same primitive — they share a counterparty, an amount, dates, a status and lines, and differ only in their type.

This replaces the separate Subsidies, Purchase Orders and Quote/Sales pages that used to live in their own menus: there is now one Orders workspace, filtered by type.

Goal​

By the end you will know how to find, filter and open any order, read its payments and lines, and understand how the former subsidie / purchase-order pages map onto it.

Prerequisites​

  • Shillinq open with the OpenRegister back end connected (see Open Shillinq for the first time).
  • A counterparty (customer / supplier / grantee) reference available.

The Orders list​

Open Orders in the navigation. You get one list of every order in the administration, with a Type filter:

TypeWhat it isWhere it used to live
purchaseA purchase order to a supplierPurchase Orders
salesA sales order to a customerSales Orders
quoteA quotationQuotes
bookingA booked service (with its deposit-to-invoice flow)Bookings
grantA grant / subsidie (applied → granted → settled → paid → reclaimed)Subsidies
engagementA ZZP engagement (DBA model agreement)DBA
blanketA blanket/call-off framework orderBlanket Orders

Pick a type from the filter to narrow the list; clear it to see everything. The columns show the order number, type, counterparty, total amount, date and status.

Opening an order​

Click an order to open its detail. The page shows the order's own fields plus two related sections:

  • Payments — every payment against this order: a booking deposit, an installment, a grant disbursement (uitbetaald) or reclaim (teruggevorderd). Amounts are no longer fields on the order; they are Payment records, so the same payment widget works for every order type.
  • Lines — the order lines (the unified successor of quote/sales-order lines).

Grants (subsidies)​

A grant is an order of type grant. Its grant-specific detail — scheme (regeling), article, decision date (beschikking), settlement date (vaststelling), performance report (prestatieverantwoording) and the auditor-statement threshold — sits on the order alongside the shared fields. The awarded amount is the order's total; the paid out and reclaimed amounts are Payment records. The accountability report and auditor statement remain their own records, linked to the order.

So the old Aanvragen → Verleend → Vastgesteld → Uitbetaald → Teruggevorderd pages are now a single grant order moving through those states, with its payments listed beneath it.

Where did my old page go?​

Old pageNow
Subsidies → Aanvragen / Overzicht / Verleende / Terugvorderingen / R&DOrders, filter grant
Purchase OrdersOrders, filter purchase
GR Deelnemersthe Customer / Vendor party (a contact)

The underlying data was migrated automatically — nothing was lost; it is just shown in one place now.

Next steps​