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Creating an Order

New Orders

To create a new order, select Orders from the menu navigation which can be accessed from the hamburger icon in the top left of the mobile iOS app. Click the plus sign in the top right corner of the Orders screen. Then, simply select the customer the order is for.

Choose Your Customer

Your existing customer list will appear for you to choose from or you can select the Add Customer button if it is a new customer (see Adding new customers article). Click the Plus Sign button next to ‘Add Items’. This will allow you to build a product list which will turn into the customer’s invoice or receipt.

Add Items

Find the item your customer wishes to purchase by drilling down by the product you have available in your inventory. Increase or decrease the quantity of items the customer is purchasing by selecting the plus sign or minus sign next to the item. Then click Add Items to put the selected items on this customer’s order.

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