---
title: Creating an order
id: orders.create
description: "Create a quote or an order from its list, then save it."
lastUpdated: 2026-10-24
order: 20
---

## What it does

Use the create button above a list to start an order of that list's type. Saving the form creates the order, and Lucrii opens it.

The form arrives part-filled.

| Field | Starts as |
| --- | --- |
| Payment terms | Due on receipt |
| Receiving location, on a purchase order with stock lines | Your organisation's default location |
| Team | A team you manage, then any team you belong to, then the organisation's first team |

Choosing a contact with a different default currency from your organisation's switches the order to that currency, and Lucrii fetches a rate for it. On a customer-facing order, Lucrii copies the contact's address into the ship-to, unless you have typed one yourself.

## Before you start

Create stays at the top of the page, and leaving with unsaved changes opens Discard Changes, as [Creating a contact](/docs/contacts/create.md) describes.

Each field stops at its limit as you type or paste. [Creating a contact](/docs/contacts/create.md) gives the address limits and how Lucrii refuses a longer value.

- An Order Reference or a Quote Reference can be up to 100 characters.
- Terms and Conditions, or Notes on a purchase order, can be up to 50,000 characters. A count shows under them from 45,000.

On the free plan, your organisation can have 3 active quotes, 3 active sales orders and 3 active purchase orders. The Early Access plan limits none of the three.

- An order counts as active until it finishes. Winning or losing a quote takes it off the count, and so does closing or cancelling a sales order or a purchase order.
- You can add 2 more past that limit. Then the create button turns off, and its tooltip says to upgrade your plan to continue. A banner above the list warns you as you get close.

## How to use it

1. Select the create button on the list for the type you want.
2. In the card on the right, choose the customer, or the vendor on a purchase order.
3. Add the lines you are pricing or ordering.
4. On the left, set the terms, the discount and the dates you need.
5. Select Create.

To add a customer who is not a contact yet:

1. Type their name and select Create new customer, or Create new vendor on a purchase order. A short contact form opens over the order, with the name filled in as an organisation.
2. For a customer who is an individual, switch Contact Type to Person. A vendor is always an organisation.
3. Fill in Email, Phone, Default Currency and Billing Address if you have them. They are optional. The billing address starts on your organisation's country, and Lucrii uses it for shipping as well.
4. Select Create to save the contact and choose it for the order. Cancel closes the form and leaves what you typed in the search.

## Troubleshooting

The team field is empty on a new order. Your organisation has no teams.

A notice above the team field says the teams could not be loaded. Lucrii could not read the list of teams. Try again shortly.

## Related

- [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.
- [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.

## Changes

- [Create and Save at the top of each record's form](/changelog/2026-10-23#2026-10-23-save-bar-and-leaving-a-form) - 2026-10-23
- [Field lengths and tag limits](/changelog/2026-10-16#2026-10-16-field-lengths-and-tag-limits) - 2026-10-16
- [Creating a customer or vendor on an order](/changelog/2026-09-30#2026-09-30-creating-a-customer-or-vendor-on-an-order) - 2026-09-30
- [Help pages for every feature](/changelog/2026-09-30#2026-09-30-help-pages-for-every-feature) - 2026-09-30