Order desk, invoices & below-cost sales — Ailaaj One 1.5.7
Order desk, invoices & below-cost sales
Release date: 5 October 2026
Version: Ailaaj One 1.5.7
Status: Prepared for the next ship (not on production until this batch is pushed)
Who it helps: Command-center agents, invoice staff, cashiers, warehouse staff on purchase returns, and accounts staff paying GRNs
In short
On an order in CS Command Center, staff can change the order notes and the ship-to address that came with the order. The address form matches Add address (including the city list) and opens filled with the current address. The customer phone can be copied, and voice agents can call that number from the softphone.
Invoices can be limited to one customer, and the search box also matches notes. Clear filters puts the date back to today.
Warehouses block sales below cost on the counter (on by default). Selling at cost is still allowed.
A voice agent who refreshes keeps Ready, Not ready, or Break, and can move the phone to the tab they are using.
Purchase returns use their own view, create, edit, and discard permissions. On Invoice Payments, a completed purchase return can be applied to a supplier GRN so the balance is invoice minus payments minus returns. Posting the same bulk GRN payment again does not create a second voucher.
How to get there
| Task | Path |
|---|---|
| Edit notes, address, copy, or call | Sell → Smart Counter → CS Command Center — open an order |
| Filter invoices | Sell → Counter → Invoices |
| Block below-cost sales | Admin → System → Tenant Warehouse — Edit warehouse |
| Softphone | Virtual phone dock (voice agents) |
| Purchase returns | Replenish Stock → Procurement → Purchase Returns |
| Return permissions | Admin → Access → Tenant Role Management |
| Apply a return to a GRN | Finances → Transactions → Invoice Payments — open the supplier, then Return on the GRN |
| Find a member | Claims Management → Members and Claims Management → Claims |
| Demand Forecast | Replenish Stock → Planning → Demand Forecast |
| Reorders | Replenish Stock → Planning → Reorders |
| Formulary brand groups | Catalog → Clinical → Formulary Brand Groups |
New
Order notes and ship-to address (CS Command Center)
On an order that is not fulfilled or cancelled, staff who manage the queue can:
- Edit order notes on the order, including adding a note when none was saved.
- Edit the ship-to address with the same fields used to add an address: phone, address type, address lines, city (from the city list), state, postal code, and country. The form opens with the address already on the order.
Adding an address on an order uses that same city list.
Call the customer from the order
Next to the phone number:
- Copy puts the number on the clipboard.
- Call shows only for agents with the softphone. It opens the virtual phone with that number and places the call.
If the softphone is not connected yet, the number is still placed in the dialer and the agent is asked to connect. A new call is not started while another call is in progress.
Invoices by customer and by notes
Invoices has the same customer picker as the customer ledger. A tenant only searches its own customers. The list, totals, and export follow that customer.
The search box also matches text in the sale notes, including the export.
Block sales below cost
Edit warehouse has Block negative margin sales, on for every warehouse. On the counter, staff cannot add an item, change its price, or apply a line discount, cart discount, or coupon that would sell below cost. Selling at cost is allowed. A missing or zero cost does not block the sale.
Purchase return permissions
Purchase returns no longer share a broad warehouse or supplier permission. Role Management has five keys:
- View — open the list and a return
- Create — start a new return and save it as a draft
- Edit — change a draft and save it as a draft
- Complete — save a new return as completed, or change a draft to completed
- Discard — delete a draft
The Complete choice in the status dropdown on New and Edit is shown only with Complete Purchase Return (Approve). Saving a draft does not require it. Tenant owners and platform admins still have every key. Roles that could already create or edit a return keep Complete until it is turned off in Role Management.
Knock a GRN off with a purchase return
On Invoice Payments, each supplier GRN has a Returns amount and a Return action. The dialog shows what is already on this GRN and what from the same supplier is not on any GRN yet. Applying an amount reduces what is still owed: invoice minus payments minus returns.
This does not post another supplier-ledger voucher. The return is already on the supplier ledger. The GRN balance is what changes.
Member picker
Members and Claims use a member dropdown. It searches the employee name, employee number, and email, and the customer name and phone, because a member is that customer plus the employee fields. Choosing a person filters the list. Claims still has a separate box for claim ID and provider.
Improved
Clear filters keeps today
On Invoices, Clear filters resets the date to today. Today is the default and does not by itself count as an extra filter.
Softphone stays with the agent
Refreshing the page reconnects the softphone and keeps Ready, Not ready, or Break, so a short refresh does not drop the agent from the queue.
Use phone in this tab moves the softphone to the browser tab the agent is looking at.
Claims list uses the full width
The claims list is no longer held to a 1280px column. Filters and the table use the width of the screen.
Academy guides
Academy now includes pictured guides for Demand Forecast, Reorders, and Formulary Brand Groups.
Fixed
Duplicate GRN bulk payments
Paying supplier GRNs in bulk no longer posts the same payment twice. The screen re-reads what is still owed, including returns, before it creates a voucher. A GRN that is already settled, or that already has a posted voucher with the same narration, is skipped. One submit cannot run a second time while the first is still posting.
Known
- Block negative margin sales is stored after the warehouse migration is applied on that database. Until then, the counter still treats the block as on.
- Call needs a voice agent with the softphone. The call goes out only after the phone is connected and no other call is active.
- Order notes and the ship-to address can be edited until the order is fulfilled or cancelled.
Documentation
- What’s New
- CS Command Center: Sell → Smart Counter → CS Command Center
- Invoices: Sell → Counter → Invoices
- Warehouse setting: Admin → System → Tenant Warehouse
- Purchase returns: Replenish Stock → Procurement → Purchase Returns
- GRN return knock-off: Finances → Transactions → Invoice Payments