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Create and process an order in the admin console

Orders can come from the office, the field app, the dealer app or the phone. Staff confirm, dispatch and deliver them from the Orders page.

Updated 2026-11-01

The Orders page lists every order, whatever its source. The Source shows whether it came from the Office, Field app, Dealer app or Phone. You can create an order yourself when a customer calls or visits the office.

Create an order

  1. Open Orders in the Management group and click New order.
  2. Choose the Party and the Branch whose stock will supply it.
  3. Under Lines, choose an Item (SKU) and enter the Qty. The price comes from the price list that applies to the party. You can enter a Discount on a line if needed.
  4. Click Add line for more items, or Remove to drop one.
  5. Add a Note if useful.
  6. Click Create order. The button shows "Creating…".

The order shows the Subtotal, Taxable amount, VAT 13% and Grand total. VAT is charged only on taxable lines; products marked VAT exempt are listed as exempt and carry no VAT.

Move the order forward

On the order page, the buttons depend on its status:

  1. Confirm accepts a draft order.
  2. Dispatch sends it out of your branch stock. Dispatch is all-or-nothing: either all lines are dispatched or none. It also fixes the payment due date, counted from the dispatch date.
  3. Mark delivered closes it once the goods arrive.
  4. Cancel order stops it. You must write the Reason.

The status chips are Draft, Confirmed, Dispatched, Delivered and Cancelled. Use the filter tabs at the top of the list to see one status.

Assign a delivery person

On the order page, choose the Delivery person and click Assign. The order then appears in that person's Deliveries tab in the app. When they deliver, the order shows Delivered by, Received by, the time, the Distance from outlet and a proof photo. If you marked it delivered yourself, it says "Marked delivered from the office."

Dealer orders

When your company supplies shops through dealers, an order from a shop is a Dealer order, not a Company sale. The page says "Fulfilled by the dealer from their stock." The company does not issue an invoice for it, and it counts toward the officer's commission and the dealer's targets.

Next step

After confirming a company sale, click Issue invoice to create the tax invoice. See Issue and print an invoice.

Tip: Create the order against the right branch. Stock leaves that branch on dispatch.

Tip: Orders taken in the field appear here automatically. You never need to retype them.

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