Create or edit an order

1. In Orders, select New Order for a phone order, walk-in or customer message.
2. Select or add the customer. Add products with their quantities and options, then review prices, discounts and tax.
3. Choose fulfillment details and review the payment schedule. An order's fulfillment status and payment status are separate; creating or completing an order does not mean money was received.
4. Save and review any confirmation about stock/capacity. If reducing quantities or moving a fulfillment date, check whether inventory should be replenished for the removed items or old date. Use a stock-limit override only when you intend to accept the extra demand.
5. Use Actions → Notify Customer to send the saved details. Check the chosen email/SMS channels and the customer's contact details.

To edit later, open the order, make changes and save again. Review the new balance and due dates when the total changes. Notes to Customer is customer-facing; Internal Store Notes is for your business.

Actions also contains Send Payment Reminder, print options, Cancel Order, Archive Order and Delete Order. Save edits before using actions that operate on the saved order. Archive keeps the record available; deletion permanently removes the order and its associated records.