Inquiries, orders and lines
- User
- Admin
An inquiry is what arrives in Hyperfox. An order is what you check and validate, and a line is one item on an order. Hyperfox uses these three words on every screen, so you need to know them before you open your first order.
Inquiry
An inquiry is one incoming message or document: an e-mail with its attachments, an API call, an EDI file or an order form. Hyperfox stores everything it receives as an inquiry, and turns each inquiry into one or more orders.
The inquiry keeps together what arrived together: the e-mail and its attachments. When you open an inquiry, the validation screen shows the original document next to the orders Hyperfox created. The Processing, To validate and Archive screens show one row per inquiry.
Order
An order holds one customer's request: the customer, a delivery address, a date, a reference and the lines. It is what you check and validate, and what Hyperfox sends to your ERP. Your admin configures the fields of an order under Admin settings > Master Data. Some settings only Hyperfox can change. What you can configure, and what Hyperfox configures lists which ones.
Most inquiries hold one order. When an inquiry holds several, the validation screen shows each order on its own tab.
Line
A line is one item on an order, with its quantity and unit. The lines of an order are under Lines in the validation screen. The Total row below them shows the sum of the quantities per unit. Your admin configures the columns of a line.
How one e-mail becomes several orders
Some documents hold several orders, for example a purchase order with one block per delivery address, or a transport document with one block per truck. A split instruction in the AI mapping of each route determines whether and how Hyperfox splits such inquiries into multiple orders. Your admin manages split instructions under Admin settings > Mappings. Hyperfox then creates one order per part, and the inquiry gets one tab per order. An inquiry with two or more orders is a split inquiry. How a split inquiry works: one document, several orders explains its tabs and totals.