Order Details

Creating an Order

To create a manual order, click on the green “New Order” button. You will be prompted to provide the following information:

  • Customer: Select an existing contact or create a new one
  • Order Items (see below)
  • Status: Choose from one of the following: “Ordered”, “Paid”, “In Progress”, “Shipped”, “Delivered”, “Complete”, “Cancelled”
  • Option to automatically record this order as income in the Accounting section

Once you’ve completed this dialog, simply press “Save” to create the order.

Note: Online orders automatically record the sale as income in the Accounting section.

Adding Order Items

You’ll need to add one of more products to an order. To add a product, select it from the drop down menu under “Add Order Item”, then enter the number of products being sold in the “Quantity” field and click “Add Item”.

Products included in the order will be listed and can be removed by clicking on the red “X”. Additionally the total for all the adding products is automatically calculated.

Managing Existing Orders

When you select an existing order from the orders grid or from a Customer’s Orders Tab you can view details about the order. Details include:

  • The date the order was placed
  • The products, price, and quantity sold
  • The customer details
  • Order total
  • Order status (including the transaction ID if an online credit card payment)
  • Ability to edit the order
  • Print packing slip button

Packing Slip

Printing a packing slip is an easy and convenient way either include a receipt and inventory record when delivering or products or to help you fulfill the order when packing a box with products or produce.