Step 1: From the left menu, select Sales > Orders > Add New or you can "quick add" from the top menu by clicking the + icon and then selecting New Sales Order.

Step 2: Locate the customer. If your customer is already in the system, start typing their name and make your selection. If your customer is not in the system, you can select the Add Customer button right there and "quick add" your customer on the fly.

Step 3: Once you have located your customer you will be taken to the order form.

  • The top area shows the customer address details, expected date and so on. You can hide this area by just clicking on the grey HIDE bar.
  • The bottom area is tabbed to take you through your order process. Select the Order Details tab to start adding your products.
Step 4: On the Order Details tab, start typing in the product name or SKU or click on  the + Advanced Product Selector button which will take you to a list of all your products which you can select from. Choose the products you want. Selecting products from the advanced product selector allows you to view available stock for that product.
Step 5: Once you have all the products you want to place in the order, click on Place Order.
Step 6: In the pop up message you must choose whether you want to place the order only, place and fulfill, or place it and send an invoice.
  1. Place Order- this will record your order as "open", and you will still need to fulfil it.
  2. Place Order and Fulfill- this will direct you to the fulfillment tab, where you chose how to fulfill the order (from which warehouse, or directly from a vendor order). Once you click Confirm and Fulfill, a pick sheet will be sent to the warehouse so they can pick, pack and ship the order.
  3. Place Order and Invoice- this will take you straight to the invoice which you can send to your customer, the order will still be considered "open".
  4. Print or Email your customer a copy of the order by clicking the buttons on the right of the page.
  5. If this is a repeat order you can just duplicate the order by clicking the + Clone Order button at the bottom of the page.

Please look at "How do I fulfill my order" for further instructions.