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How to Create an Order from your Inventory

A quick and easy guide on how to create an order directly from Inventory

Jeanette avatar
Written by Jeanette
Updated over a year ago

Your inventory should have all your favourite and most frequently ordered items. Setting your inventory up greatly helps with streamlining your order creation process. Follow this guide to learn tips and tricks on creating your order list straight from your inventory.

Create an Order List

Set the quick filter to "Understocked" to show all items in your inventory that are running low, check each item and update the status as necessary, making sure to tag items you do not need to order to "No Status".

Bulk Add Items to Cart

Turn on the "Need to Order" filter to show all items that you need to add to Cart, then click the check box on the left-side of "Product Information" and click the "Add to Cart Button", this will add all "Need to Order" items to the Cart.

You may update the order quantity on the Inventory page or you can do it later on the Cart page before check out.

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