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Manage orders

Create and manage purchase orders

Create and manage purchase orders to track incoming orders from your clients.

Mobile app

  • Tap the Orders icon in the main menu

  • Tap + in the upper right corner

  • Add a client - select from your list, tap + to create a new one, or tap Choose from contacts to import from your phone

  • Add a product - select from your saved products or create a new one

  • Tap Details to set the date, discount, shipping, currency, and language

  • Tap Save

Website

  • Go to DocumentsPurchase orders

  • Click + in the upper right corner

  • Add a client - select from your list or click + to create a new one

  • Add a product - select from your saved products or create a new one

  • Click Details to set the date, discount, shipping, currency, and language

  • Click Save

Tip: Once an order is saved you can convert it into an invoice or delivery note directly from the order view.


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