Orders

Price work, send it out and collect what you are owed from the orders pages. A quote prices an offer that the customer accepts or turns down. Work you owe a customer goes on a sales order, which you fulfil and take payment for. You order from a vendor on a purchase order, and receive it into a location. On an order you build the line items and email the document. You also record payments and refunds there, and read the timeline of what happened. Tick several orders on a list to work on them together, and export any list as a CSV file.

In this section

• Quotes, sales orders and purchase orders: Find your quotes, sales orders and purchase orders, filter each list by status and read its figures.
• Bulk actions on orders: Send, fulfil, receive or tag many quotes, sales orders or purchase orders at once.
• Exporting orders: Download quotes, sales orders or purchase orders, or their lines, as a CSV file.
• Creating an order: Create a quote or an order from its list, then save it.
• Line items: Price an order row by row in the line items table, from your items and variants.
• Order details, assignee and watchers: Set an order’s currency, terms, dates, discount, assignee, watchers and tags.
• Sending and closing a quote: Send a quote, then mark it won to raise a sales order, or mark it lost.
• Emailing and downloading documents: Email a quote, invoice or purchase order to the order’s contact, or download it as a PDF.
• Editing, duplicating, cancelling and deleting: Edit, duplicate or cancel an order, or delete it with Trash under More Actions.
• Fulfilling and receiving: Record a fulfilment, mark an order fulfilled or receive a purchase order, and update stock.
• Recording payments: Record money received against a sales order, or paid out on a purchase order, in the payments card.
• Refunds and restocking: Refund part or all of an order line by line, and put the returned stock back.
• Notes and attachments on an order: Write staff notes or message the customer from an order’s timeline, with mentions and attachments.
• Audit history and moving between orders: See who changed an order and when, and step from one order to the next.