How do I Create an Order?

The Orders App includes all the details of Purchase Orders made by the Customer to the Company. It’s vital for any Business to provide Items/Products promptly to the Customer based on an order placed by them. It can be created using two ways, one using "Create -> Order" and another will be "Create -> Customer items order."
Here we will follow the steps to create order.

Steps to Create an Order

• Log in and access the Orders App from your Universal Navigation menu bar.

• Click on the “Create” button from the Left navigation panel.

• Fill in the following required details:
  • Order Information
    • Order # - This is an auto-generated or manually entered number to define an order
    • Ordered Date - Date of order
    • Need By Date - Need Date
    • Status - Status of the order “Booked” will be pre-populated.
    • Sales Rep. - Name of an employee
    • Shipping Method - Specifies the shipping method
    • Template - Name of the template of the order
    • Currency - Specifies the currency
    • Discount - Specifies the discount
    • Tags - Specifies the tags
      
      

• Customer Information
  • Customer - Name of the existing or newly created customer
  • PO # - Purchase Order number
  • Order Contact - Name of the current or freshly created contact associated with the above-selected customer
  • Phone - Contact number of contact
  • Affiliate Customer - Name of the existing or manually created customer
  • Email - Email address of the contact
    
    

• Shipping / Invoice Communication Information
  • Billing Contact - Specifies the billing contact
  • Shipping Contact - Specifies the shipping contact
    
    

• Address Information - Specifies the address related to the customer selected in the order.
  
  
• Products/Items
  • Item Name - Search and select the item. Here, you can choose from the existing items by clicking on the "Search" icon or create a new item on the go using the add "+" icon.
  • Quantity - Quantity of the item selected
  • Size - Size of the item.
  • Other Specifications - Others like Color, UOM, Unit Price, Tax Code, etc.
    
    

Note: You can now repeat adding the same items that are added to the line level, any number of times

• Payment Information - Select the payment term from a pre-defined list.
• Click on the "Create" button to complete.
  
  

• You can view the created order as shown in the image below:
  
  

Related Links

• Create message templates
• Create PDF templates
• Create an invoice from an orders