Manage all your orders in one place. From products and bundles, to subscriptions and discounts.

 This article includes information on:

• Creating a new order
• Attaching a file to an order
• Creating a copy of an order
• Sending the order to customers
• Editing or deleting orders

Creating a new order

1. Click Sales & CRM → Orders → Create order:
   
   
2. Search for the Company making the order. Scroll or start typing the company name:
   
   
   
   
3. The order card opens. Add the contact at the company. Scroll or start typing their name:
   
   
   
   
4. Click Edit to add more contact details:
   
   
   
   
5. Add details about the order:
   
   
   
   - Description with more information about the order.
   - Proposed close date
   - Default stage for the order is either Completed or No Order:
   
   
   
   - Add any Order relations
   
   
   
   - Select the campaign the order relates to
   - If you have a subscriptions sales model, add the order interval
   - Select the order currency
   - Select the Sales process
   - Select the price list if you have the add-on Advanced Order Logic
6. You can now add details about the product ordered. This can include Bundles, adding discounts on a product with a price of zero

   The admin creates the products on the Products settings page.

7. Click Add order row for every product:
   
   
   
   
8. Insert your signature and any notes
9. Click Save

Attaching a file to an order

After creating the order you can attach files, such as a contract, to an order:

1. Open the order from the Orders list or the Sales Board and scroll down:
   
   
   
   
2. Click Upload file to add a file from your device
3. Select Save

You can view the list of attached files on the Files tab of the order. Click the filename to download it:

Creating a copy of an order

You can create a copy of an order. Save time when creating repeat orders or similar orders with different companies.

1. Open the order and scroll down
2. Click Create copy:
   
   
   
   
3. All fields are pre-filled with the copied order details. Make your edits and click Save

Sending the order to customers

To send an order to your customer, you have two choices:

Option 1: Sending for electronic signature

1. Check you have set up electronic signatures
2. Open the order and scroll down
3. Click Send E-sign:
   
   

Option 2: Use a document template

1. Set up a document template 
2. Open the order and scroll down
3. Click Create document and add the chosen template:
   
   
   
   
4. The order appears in a window. Click the icons to download or email the order:
   
   

Editing or deleting orders

1. Click Sales & CRM → Orders and click the order you wish to edit
2. To delete an order, click Sales & CRM → Orders
3. Hover over the order and click the Trash icon: