---
title: Orders
description: "Price work, send it out and collect what you are owed from the orders pages."
lastUpdated: 2026-10-24
order: 1
---

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