Create New Order

Create a new Order to capture a one-time purchase outside of a Plan or when your business does not use a Subscription based plan for purchases.

Create New Order Options: 

• Create via Customer Accounts screen.
• Create Orders via Import/Export. 
• Create Orders using our Rest APIs; using the Create Order API call.

Preconditions:

1. Simple Pricing and Order Management must be enabled in Menu > Setup > General Settings.
2. Customer Account must be created before creating an order, refer to Create New Customer.

Considerations

Once an Order has been invoiced you cannot edit that Order. To edit, Reverse Invoice before updating the Order.

Steps:

Option 1:

1. Navigate to Menu > Customer Accounts.
2. Select Customer and scroll to the Orders section.
3. Click + Add.

Option 2:

1. Navigate to Menu > Contracts & Orders > Manage Orders.
2. Click + Add.

3. Enter required information:

Order Status:

• • Pending - the Order has not yet been received by the Customer. Update once it has been fulfilled.
  • Fulfilled - the Order has been received by the Customer and is ready to be invoiced. This is the default setting. 

4. Order Date: Date of the Order. 

5. Customer: Preselected when done from the Customer Account page, if not, select from a available drop-down menu.

6. Order Lines: Add Products to the order. 

7. Price Book: When enabled, select a Price Book from the drop-down menu, and the price of the selected Product is automatically displayed based on the Price Book.

8. Sales Tax (when applicable): Click Calculate to determine the tax on the Order. 

9. Discount Code (when applicable): Click Enter Discount Code to add a discount to the Order. Discount Codes must already exist in Ordway in order to be added. 

10. Save when finished.