Book, approve and deliver orders
How to create a distribution order
Select a customer, add products and quantities, check discounts and receiving, then save and find the order in DistributorFlow.
Book products for an existing customer.
Where to start
Orders > New Order
Steps
- Open Orders > New Order with an account permitted to book an order.
- Select the customer at the top and confirm that it is the correct shop.
- Add products, quantities and the applicable prices. Check units and product access when an item is missing.
- Review discounts, receiving, delivery details and order options. Receiving means money actually collected.
- Save the order and wait while location is fetched when the workflow requests it. Allow location access and resolve a failed fetch before retrying.
- After success, use See this order to check where it was saved. Administrator and order-taker orders follow the owner's auto-approval setting; customer-created distribution orders require review.
Example
Order 2 Great Super 1L (Pista) units for a shop.
Before you finish
Receiving defaults to 0 when left empty. The location step may request browser GPS access.