# How to create and change an order for a client

> 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. (Sales)

- Page: https://dashboard.nizu.io/knowledge_base/view/521-how-to-create-and-change-an-order-for-a-client
- Part of: [Knowledge base](https://dashboard.nizu.io/knowledge_base/llms.txt) on NIZU — https://dashboard.nizu.io/llms.txt
- Updated: 2026-10-25T11:50:03Z

## 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

1. Go to **Sales → e-Commerce → Orders list** and click **Add order**. The Store opens.
2. Click **Add to cart** on each product, then open the cart and set the quantities.
3. Click **Process Order**.
4. 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.
5. 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.