How to Create an Order

How to Create an Order

You can create an order in two ways:

• Click the + Create button in the top right corner and select Order from the dropdown menu
• Or go to Sales → Orders and click Create Order

The process has 4 steps.

Step 1: Customer

First, determine who the order is for.

If the customer already exists in the system, use the search to find them — you can search by name or email address. Click on the customer to select them.

If the customer is not in the system, switch to the New Customer tab and enter their name, email (required), and phone (optional). The customer will be automatically created along with the order.

Step 2: Products

Add what the customer is ordering.

Click Add Product and find the product. If there are variants (e.g., different sizes or colors), the system will prompt you to select a specific variant.

Next to each product, you can see how many units are currently in stock — in real time. You cannot enter a quantity greater than the available stock, which prevents creating orders for items that are out of stock. You can adjust the price directly in the order if needed (e.g., for a special arrangement with the customer).

At the bottom, the subtotal is automatically calculated, and you can also add shipping costs.

Step 3: Shipping

Here you enter where the goods are going and how payment is made.

The shipping address is automatically populated from the customer's data if previously entered — verify that everything is correct.

The billing address defaults to the same as the shipping address. It may happen that these two addresses differ — for example, when a customer orders a gift that goes directly to the recipient, but the invoice needs to go to their company or home address. In that case, uncheck "Same as shipping" and enter a separate billing address.

Payment method — choose one of the available options: cash on delivery, bank transfer, card, or other.

Order note is an optional field for anything that doesn't fit in the standard fields — special delivery instructions ("leave with the neighbor"), internal notes for the team ("check packaging before shipping"), or notes for the customer that will appear on the invoice. Notes are saved with the order and visible throughout the entire processing workflow.

If the order needs to be assigned to a specific warehouse operator, toggle Assign Operator.

Step 4: Review

The last chance to check everything before the order is created — customer, items with the total amount, shipping address, and payment method.

When everything is in order, click Create Order.

What Happens After Creation?

As soon as you click Create Order, the system automatically:

• Creates the order with Pending status
• Reserves stock for all items in the order — that quantity is immediately "held" and will not be offered in new orders. This prevents a situation where two operators simultaneously create an order for the same item when only one unit is available.
• Sends an internal notification to the team

Stock is not physically deducted at the time of creation — that happens only when the order is fulfilled (pick → pack → ship). Until then, it remains as a reservation.

If the order is cancelled, the reservation is automatically released and the stock becomes available again.

For details on what happens after order creation, see: How to fulfill an order (fulfillment)

Not Sure Yet? Save a Draft.

If you're not ready to finalize the order immediately, click Save Draft at any step. You'll find the draft the next time you open order creation and can continue from where you left off.