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Placing an order

Someone buying your product or service? Take a look here!

CustomerSuccessTeam avatar
Written by CustomerSuccessTeam
Updated over 3 years ago

Go to the + at the top -> Click Order -> Select Account -> Make sure all fields with a * are filled in -> Click Next

Now a window with 6 tabs will appear.

  • Overview - is where you can add general information regarding the order.

  • Order Rows  - Here you can add the articles you want to place an order for. Choose quantity, Price, Discount etc.

  • Dynamic Fields - Here you can write/add info about the order. 

  • Delivery - In this tab you can change delivery status, day of shipping, delivery address etc.

  • Invoice - Set invoice date, account and address here.

  • Document - Here you will be able to upload documents related to the order. If you print your order, a pdf file will be created and you will be able to see it in this tab.

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