In addition to orders placed by customers themselves through the portal, you can also create orders manually as a reseller — for example for telephone orders or custom arrangements.
Creating an order manually
- Go to Orders and click New order in the top right.
- Search and select the customer the order is intended for. If the customer does not yet exist, create them first via Customers → New customer.
- Click Add product and look up the desired product or service by name.
- Set the quantity and price (the default price is filled in automatically).
- Optionally add an internal note in the notes field.
- Click Create order. The order is given the status New and a unique order number.
After creating it, you can convert the order straight into an invoice via the To invoice button on the order detail page. The customer automatically receives a confirmation email if that option is enabled.