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
- Click Sales & CRM → Orders → Create order:
- Search for the Company making the order. Scroll or start typing the company name:
- The order card opens. Add the contact at the company. Scroll or start typing their name:
- Click Edit to add more contact details:
- 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 - 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.
- Click Add order row for every product:
- Insert your signature and any notes
- Click Save
Attaching a file to an order
After creating the order you can attach files, such as a contract, to an order:
- Open the order from the Orders list or the Sales Board and scroll down:
- Click Upload file to add a file from your device
- 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.
- Open the order and scroll down
- Click Create copy:
- 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
- Check you have set up electronic signatures
- Open the order and scroll down
- Click Send E-sign:
Option 2: Use a document template
- Set up a document template
- Open the order and scroll down
- Click Create document and add the chosen template:
- The order appears in a window. Click the icons to download or email the order:
Editing or deleting orders
- Click Sales & CRM → Orders and click the order you wish to edit
- To delete an order, click Sales & CRM → Orders
- Hover over the order and click the Trash icon: