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Create an order for customer without "Ordering on Behalf"
Create an order for customer without "Ordering on Behalf"
Updated over a week ago

There are 2 ways to create an order for a customer without having Order on Behalf for them.

  1. New Order

  2. Duplicate Order

1. New Order

  • Open up one of your customers and you will see there is a New Order button to click on to create an order for that customer.

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  • One the product(s) are added you can edit quantities and unit prices on the order before creating it

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2. Duplicate Order

  • Open up any order that you want to copy. Click on the dropdown arrow next to Edit Order and you will see the option to Duplicate Order

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  • Similarly to the New Order button an order template will be created with all the items from the order you duplicated.

  • You can then change delivery dates, add/remove products and change pricing or quantity before creating the order.

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