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Create a new order

Goal​

To efficiently create a new order in the Propeller backoffice, allowing you to capture all relevant details, including customer information, product details, and shipping/financial arrangements. This ensures a seamless order management process.

Step 1: Navigate to the Orders Section​

  1. From the backoffice menu, select Order Management and then Orderss.
  2. The Orders page will list existing orders, separated on order status between page tabs. Here you can find details such as Order Number, Company, Order Status, Payment Status and Total.

Order 01

Step 2: Click on ‘New Order’​

  1. At the top of the Orders page, click the New Order button.
  2. A new screen titled Draft New Order will appear with sections for Details, Product List, Source, Remarks, Shipping, and Financial.

Order 02

Step 3: Fill in Order details​

  1. In the Details section:
  • Order for:
    • Select Company: Choose the company placing the order from the dropdown.
    • Select Contact: Select the contact person associated with the company.
  • Ensure all necessary information about the Contact is correctly filled in.

Step 4: Add Products to the Order​

  1. In the Product List section:
  • Use the Add Products by Code feature to search and add products by SKU.
  • Alternatively, browse the product list to select items via Add multiple products.
  • For each product, confirm the following details:
    • Type, SKU, Name, and Supplier.
    • Quantity: Specify the desired quantity.
    • Sales Price (unit): Verify the customer-specific sales price.
    • Total (€): Ensure the total is calculated based on quantity and discounts.
  • Apply any necessary discounts or adjustments as required

Step 5: Specify the Source​

  1. In the Source section:
  • Indicate the order source (e.g., Webshop, Quotation).

Step 6: Add Remarks​

  1. In the Remarks section:
  • Add any special instructions or comments related to the order (optional).

Step 7: Configure Shipping Details​

  1. In the Shipping section:
  • Select the shipping method.
  • Select pickup location or carrier (if applicable).
  • Confirm or update the expected delivery date.
  • Choose if partial delivery is allowed or not.

Step 8: Finalize Financial Details​

  1. In the Financial section:
  • Choose payment method and payment status.

Step 9: Save the Order​

  • Once all details are complete, click Save to create the order as a draft.
  • The order will now appear in the Orders List with a status of Draft Order.

Best Practices​

  • If already a quote exists, the quote can be turned into an order. This saves you duplicate work when working with a Contact or Customer.
  • Double-Check Details: Ensure Contact information, product details, and pricing are accurate before saving.
  • Draft and Validate: Save as a draft initially and validate all details before confirming the order.
  • Regular Updates: Periodically review draft orders to ensure timely processing and avoid delays.
  • Tracking: Use the Source field to maintain visibility of order origins for reporting purposes.