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Create a New Order from the Home Page

Learn two ways to start a new order from the Home page, choose a showroom when needed, review order preferences, pick a price list, and begin adding products to a blank open order.

Updated this week

There are two ways to create orders from the Home Page.

1. You can create a new order from the home page by clicking the “New Order” button on the upper right hand side.

Home page with the New Order button in the upper-right corner.

2. You can also click on the buyer and create an order from there.

Buyer entry on the Home page with the option to create an order from that buyer.

If you have multiple showrooms, you can choose which showroom you want to create the order.

Showroom selection dialog for choosing which showroom to use for the new order.

Select a showroom and the order preferences panel will pop up.

Order preferences panel displayed after selecting a showroom.

Click on “Create Order” and a blank open order will open up.

  • On the upper right hand side, you can change what price list you want to use for that specific order.

  • You can then proceed to add products to that order.

Blank open order showing the selected price list area and where products can be added.
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