Create & Order Details

Create Order

A. From the Orders page

1. Click Create Order on the Orders page

   • You'll find it at the top right of the Orders page.

2. The Create Order page has a few main sections

   • Order Item

   • Payment

   • Client Information

   • Order Summary

3. Order Item

   • Search for products and add them one at a time straight from the search field.

   • Select Products: add several products at once. Click it to open a pop-up, tick the products you want, then click Add Product.

     
   • Add Custom Item: add an item that isn't in your catalog yet. Enter the item name and price, then click Add Item.

     

     • To save it to your product list, tick Save as Product.

4. Payment

   • There are two payment methods:

     • Manual: choose a bank account you've already set up on the Orders & Payment page.

     • Link: only available once you've finished the Xendit setup and KYC.

5. Client Information

   

   • Search for and choose a customer from your contacts.

   • If the customer isn't there yet, click Create New to add them.

   • Add an address and any extra notes if needed.

6. Order Summary

   • Shows the details of the order you're about to create, including:

     • The subtotal for the items you've added

     • A field for shipping costs (if any)

     • A field for discounts

     • The final total, calculated automatically

B. From a conversation

1. Click the Orders tab on the right of the conversation page

   • It's available whenever you open a conversation with a customer.

2. Fill in the same fields as on the Create Order page

   • From choosing products and the payment method to the customer and order summary.

   • It works exactly the same as creating an order from the main Orders page.

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Order Details

This page shows everything about an order, including the items bought, customer information, payment method and invoice history.

What you can do on Order Details

1. With manual payment

   • You'll need to update the payment status yourself.

   • Once the customer has paid, click Mark as Paid.

2. With a payment link (Xendit)

   • The payment status updates automatically when the customer completes the payment.

3. The order status is updated manually

   • For example: Pending, Shipping, Completed.

4. Edit the order

   • Click Edit Order while the payment status isn't "Paid" yet.

5. Cancel the order

   • Click Cancel Order to cancel it.

6. View the invoice

   • Click View Invoice to see or download the order's invoice.