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Orders | Settings

Via Settings > Orders you determine how the orders module works: which columns you see on the order lines, how your orders are invoiced and numbered, which statuses they get automatically and what the overview screen looks like. Also take a look at the general settings: they have an impact on several modules, and therefore on your orders as well. How to work with orders is explained in Orders | General.

After every change, click Activate settings at the bottom right. Otherwise your adjustments are not applied in your Robaws environment.

Overview

Here you determine what the views of the overview screen of your orders look like. What you change here applies to every user. In addition, every user can still create and set up their own overviews.

Setting	Explanation
Quick filters	Choose which filters are ready by default in your overview.
System view	Choose which columns you want in the table view, and in which order.
Post-calculation overview	Choose which columns you want in the Analysis view, and in which order.
Card info	Set the title, the subtitle and the fields of the card in the kanban and map views. A maximum of 8 fields in total.
Tags	Set up labels that appear on a card as soon as an order meets your condition. At most 10 per module.

Card info and tags apply to the whole environment. You set the columns separately per overview.

Don't see the Analysis view in your order overview? Then Hide financial info and analyses is switched on in your user role. You change that under the permissions of your users.

Settings

Setting	Explanation
Show post nr.	Switch this on to add the Post column to the order lines. In it you link a line to a post.
Show line nrs.	Switch this on to add the Nr. column (the line number) to the order lines.
Signature	Switch this on to show the Signature tab on every order. The signature your customer places there appears on the PDF of the order. If this setting is switched off, the fixed closing text from your pdf settings appears at the bottom of the PDF.
Show equipment	Switch this on to add the Equipment column to the order lines, so that you can attach a piece of equipment to a line.
Wappy enabled on file by default	Switch this on to release new order files for Wappy by default. You can still change this per file on the order.
Use amount executed	Switch this on to add the Executed and Status columns to the order lines, so that you keep track per line of how much has already been executed. Your team can also send those quantities through from Wappy; for that, switch on Show order lines in the Wappy settings. In the order overview you can add the Percentage of execution column to see per order how much has already been executed.
Copy line items to planning item	Switch this on to copy the order lines along to the planning item when you schedule the order in the dayplanning.
Make supply order	Switch this on to show the Make supply order action button in the order overview. With it you order the items of the selected orders via Quick order. An Order column is then also added to the lines of your supply orders. You also need permissions on supply orders for this.
Use execution-based billing	Switch this on to show the Execution tab on every order. In it you collect the work orders and incoming invoices of that order in order to invoice them together. You can read how it works in full in Execution based invoicing.
Order billing strategy	(visible if Use execution-based billing is switched on) Determine what Robaws invoices when you click Make invoice: Invoice order items (the order lines), Invoice order execution (what has been registered as executed: work orders, hours and incoming invoices) or Ask (you choose yourself every time).
Invoice percentage from order	The text that appears on the invoice line when you invoice a percentage of an order. Use replacement codes for this, for example: Instalment of ${percentage}% according to order ${logicId}. With the action button with the globe next to the field you enter the text per language, so that your customer sees it in their own language.
Supply order reference text	The reference text that goes along to the supply order you create from an order. Here too you can work with replacement codes.

Next number

Change the number of the next order here via Change next number.
Choose how the numbering is built up yourself: fill in a Prefix, a Suffix and the number of digits (#Numbers).

Extra fields

As in all modules in Robaws, you can also create extra fields of your choice for an order.

Tip: if you create the same extra fields for quotations, projects, orders and the dayplanning, Robaws takes over their content when you make an order from a quotation or a project, and when you schedule the order.

Pdf

Setting	Explanation
Templates	Set up one or more PDF templates for your orders: which data appears on the PDF, in which layout, and which texts appear at the top and the bottom. Your templates appear on the order file and in the order overview under the Pdf action button.

Statuses

Create the statuses of your orders here and give every status a colour for the overview. With the following fields you let a status follow automatically from what happens to the order. Each time, fill in one of your existing statuses.

Setting	Explanation
Invoice status	The status the order gets as soon as it has been invoiced.
Status after loading into process claim	The status the order gets as soon as it has been loaded into a progress claim.
Status after scheduling	The status the order gets as soon as it has been scheduled in the dayplanning.

Order line statuses

Here you manage a second, separate list: the statuses of the lines on an order. They work together with the Use amount executed setting.

Setting	Explanation
Status after order line completion	The status an order line gets as soon as it has been fully executed.

Templates

You can create your own templates for orders. That way you have various order templates in which certain fields are already filled in, and for a new order you choose the template that fits. You can still edit a template afterwards; this changes nothing about your orders in progress.

At the top you indicate per order type which template is used by default: Default Order, Default Service and Default Maintenance. You use those last two if you work with service and maintenance.

Default documents

Set up the default documents that you want to use from an order here. They appear on the order file under the Default documents action button. You can still edit them there before you send them to the customer.

Email templates

Here you set up the email templates that you use to send mail from an order. You prepare various emails with a fixed text (with replacement codes if you wish) and with particular attachments.

Updated on: 16/10/2026

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