How to Create a Sales Order

Creating a Sales Order

Navigate to the Sales Orders Page. From here you can manage all of the Orders that have been created in your Cavewire System.

Sales -> Orders

Select Create New Order

If you are creating an order for a customer already in your system, use the table to find the customer and click their name. Or else select ADD NEW CUSTOMER

Select you customer or add a new customer

In the new order screen, select the ADD PRODUCTS tab to begin building your order.

Select ADD PRODUCTS button

Using the product grid table, find the products you want to add to your new sales order.

Using the checkboxes, select the products and then add in quantity per line item.

Select the ADD SELECTED PRODUCT(S) TO ORDER button.

ADD SELECTED PRODUCT(S) TO ORDER

Once you have added your products to the cart, you can select the Custom Price checkbox to updated pricing or use the pricing already in the system.

If any changes are made, select the UPDATE ITEMS AND QTY'S button to apply changes.

NB. Customer group pricing discounts already setup will be applied to the cart total when you are ready to submit the order.

Apply changes to items using the table

Once you are happy with your order items, select your shipping method and get rates.

Once you have selected shipping you can then select the Email Order Confirmation checkbox.

Select SUBMIT ORDER.

Choose your Shipping Method Information

Select Submit Order

Once you have created your order you can create an invoice and ship and complete the order in the system.