Your team places orders from the Store: Add order, fill the cart, choose the client on Process Order and Place order. Then add items, a discount or files on the order page.
How to create and change an order for a client
When a client orders by phone, by e-mail or at the counter, you place the order for them. Your team uses the same Store as the clients, so prices, stock and taxes are always the same.
Place the order
Go to Sales → e-Commerce → Orders list and click Add order. The Store opens.
Click Add to cart on each product, then open the cart and set the quantities.
Click Process Order.
Choose the Client (required) and, if you have several, the Company. Add a Note, custom fields and files if needed. Add item adds a product that is not in the store, and you can change its rate.
Click Place order. The order page opens. The order is dated today, has your first order status, and the stock of the products is lowered.
Change an order
Edit order (pencil in the list, or the Order info menu) changes the Order date, Client, Status, TAX, Second TAX, Note, custom fields and files.
Add item on the order page adds a line: pick an item or + Create new item, then the quantity, rate and, if this one line is taxed differently, its own Tax.
To change an existing line, delete it with its X and add it again with the right values.
The pencil on the Discount line gives a discount before or after tax, in % or as a fixed amount.
Drag the lines to change their order.
Good to know
Deleting an order does not put the products back in stock and does not delete its invoices. Correct the stock in Items if needed.
Store orders take the client's default tax when the client has one, otherwise the tax set in the Order settings.
Your team is notified of every new order, including the ones you place yourself.
