Managing Your Orders
Learn how to create and manage orders
9 articles
How to Add a Customer in BoatyardLearn how to manually create a new customer record by using the Customers module in Boatyard.
Creating An OrderHow to manually create an order in the dashboard
Editing Order DetailsHow to change the details of an existing order (IDS Order Import, Edit, Add Item, Delete).
Accepting An Order In The DashboardHow to accept an order from the dashboard.
Taking Action On Orders (Duplicating, Canceling, and Completing)How to duplicate, cancel, or complete an order for an order.
Reassigning An OrderHow to reassign an order from one team member to another.
Using Internal Order NotesInternal notes are an easier way to communicate with your team
Adding DiscountsCreating and Adding discounts to orders
Print or Download an OrderHow to print or save a PDF copy of an order in Boatyard