Manage Orders

An order records what a customer is buying before you bill them: the products, the price and where it is going. Orders from your website shop and your till land in the same place as the ones you raise yourself, so you can see every sale in one list.

Before you start

Orders are part of Sales. If you cannot see Sales in the sidebar, switch on Enable Sales Module in Settings, Application Settings.

Raise an order

1. Choose the customer

   Open Sales, choose Orders and add a new one. Pick an existing customer, a lead or a new customer. A lead becomes a customer when the order is created.

2. Check the addresses

   The billing address fills in from the customer. If you are sending something, tick that it requires shipping and enter the delivery address, or use the billing address.

3. Add what they are buying

   Add products from your list or type a custom item, with the quantity and unit price. Choose the currency and tax rate, and add the customer's purchase order number if they gave you one.

4. Add notes

   Notes are visible to the customer; internal notes are for your team only.

Move orders through your stages

Every workspace starts with the statuses Draft, Pending, Paid, Processing, Shipped, Delivered, Refunded and Cancelled. Switch to the board view and drag an order to its next stage as it moves along.

To match the way you work, open Order Statuses from the options menu and rename them, add your own or switch off the ones you do not use.

Find the orders you need

Filter by status, by type of order, or by where it came from: raised by your team, placed on your website, sent through the API or rung up at the till. The grouped list shows orders together by status.

Bill the order

Open the order and select Create Invoice. The customer and every line come across, ready to send. See create and send an invoice.

Attach files to an order, such as a signed quote or delivery note, so everything about the sale is in one place.