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Create Order

To create a new order, follow these steps:

  • Go to Orders under the General section in the left sidebar
  • Click the blue Create Order button available on the top right corner of the page
  • Fill in all the required details, including Customer, Delivery Method, Delivery Option, Merchant, and Product
  • Click on the Invoice button and you’ll get the sales tax breakup.
  • Click on the Create Order button to create the order

Use these handy shortcuts to speed up the order creation process:

  • Add new customer: Cmd/Ctrl + Shift + C
  • Invoice: Cmd/Ctrl + I
  • Create order: Cmd/Ctrl + S
  • Create order and Show order details: Cmd/Ctrl + Shift + O

You can also add orders by importing them with a CSV file. To do this, follow these steps:

  • Click on the Import Orders icon on the top right corner of the Orders page
  • Download the sample CSV file and enter the details in the file
  • Upload the updated CSV file

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