How to Create a Sales Order
New Order
- Click Orders → + New Order
- Select a Customer (optional for walk-in sales)
- Choose the Warehouse the order ships from
- Add line items by searching for products
Adding Line Items
For each item:
- Search by product name or SKU
- Select the product (or variant)
- Enter the quantity
- Price auto-fills from the applicable price tier
- Adjust price if needed (manual override)
Order Options
| Option | Description |
|---|---|
| Order Type | Standard, Trade Show |
| Sales Rep | Assign a team member |
| Warehouse | Which warehouse fulfills this order |
| Shipping Address | Customer's delivery address |
| Notes | Internal notes visible to your team |
Saving
- Save as Draft — Save without confirming (can edit freely)
- Confirm Order — Locks the order and begins fulfillment workflow
Tip: For trade show orders, select "Trade Show" as the order type. This tags the order for trade show reporting and can use the simplified mobile trade show interface.
See also: What Are the Different Order Statuses?, Order Fulfillment Process, How Do I Create a Pick List?, Invoicing from Orders