How to create a sales order

You can create a sales order in two different ways in Rackbeat. Which method to choose depends on your workflow. Below we guide you through how to create a sales order from scratch.

You can also create a sales order from an offer. Learn more about this work flow in our article: "How to convert an offer to a sales order".

Creating a sales order from scratch

  1. Select "Sales" in the top bar
  2. Go to "Orders" in the menu
  3. Click "Create new" in the upper right corner
  4. Select an existing customer from the list (press "show more results" to get the entire customer list, or search for a customer name or number by typing directly in the text field)

    NB! you also have the option of clicking "Create" at the bottom of the drop-down menu to create a new customer
  5. Click "Create and edit"
  6. Fill in the information needed
  7. Add products to the order by clicking "Create new" or "Add collection"  
  8. When you have added the products you want included in the order, click "Send to customer" - Here you have the option to send the order confirmation to the customer by email. 
  9. By pressing "Send" the order will be registered as "Booked" in the system