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Write an Order for a Buyer

Learn how to create an order for a buyer from the Products page, choose pricing and order type, add customers and products, then either send the open order for review or place it directly.

Updated this week

Why would I need to place an order for my buyer?

  • Your buyer called or faxed in their order and you want to give them a digital/printable copy of the order for their records

  • It can be a faster and more direct way to send a few buyers products and an order form

  • Your buyer prefers not to navigate or use the Brandboom share links


Write an Order for a Buyer

1) Select a Showroom and go to the Products page.

To select products in Tile View, simply click the product(s) to select them and click ‘New Order’.

Products page in Tile View with products selected and the New Order button available.

To select product(s) in List View, check off the box to the left of each product and click ‘New Order’.

Products page in List View with checkboxes selected and the New Order button available.

2) You will then have the option to choose the appropriate price list and specify the order type you want to do. Click “Create Order.”

Create Order dialog with price list and order type options.

3) A new window will appear with a new Open order with the product(s) that you have selected.

Open order window showing the selected products added to a new order.

4) Hit “Choose Customer” to find or create a new customer, add quantities, verify contact information, and complete all required fields.

5) To add more products, click on the “Add Product” button in the top right corner of the order form. Type in a search term and choose from the suggested products.

Order form with the Add Product button in the top-right corner.

Add Product search panel showing suggested products to add to the order.

6) When your order is complete, click ‘Send’ to email the Open order to the buyer to review and make changes.

Order form with the Send button used to email the open order to the buyer.

If the order is complete and the buyer does not need to make changes, finish the order by hitting “Place Order.” The buyer will automatically be sent a copy. Keep in mind any changes that need to be made, the seller will have to make those changes once an order has been placed.

Order form with the Place Order button used to finalize the buyer’s order.
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