# How To: Enter Orders _By Brandon Munn · Dec 2, 2024_ Orders will not be saved automatically unless you add a product line to them.  Once you have orders from your customers, you can enter them into the system. You can do this in multiple ways: 1: Go to **Sales → Orders** and click **Create Order** in the bottom right. ![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/9ed8ef843a5fcb9f8a2ecf932eb1a924.png) **2**: Go to **Contacts → Outlets** and click the **three-dot menu** next to a customer and click **Create Order.** ![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/dd5b116a88c5abfc654fe1978e12101e.png) **3:** Use the search function at the top of the screen to find a customer, click to open the customer and then click **Create Order** in the bottom right. ![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/ebfce6b4b1542ffa1135091fdc1aede2.png) **4**: Use the **+** symbol at the top of the page and select **New Order**. ![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/6c992056a81a3e2475ecd79c531e8256.png) For web orders, go to **Integrations → Click into the relevant integration** and click **Import Orders** to download new orders into the system. These will then appear in **Sales** → **Orders**.  _This will only be necessary if you do not have run automatically turned on for the integration._ #### **Order Setup:** If all your default information is correct, simply select the **Outlet** the order is for. If not, you can make changes to these fields. Any field marked with an asterisk (\*) is mandatory and must be filled before proceeding further. ![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/94de576994e67f62c354cbd259edf131.png) - **Outlet** - Select the Outlet using the dropdown list. - **Draft Toggle** - Switch this to yes or no depending on whether this order is a draft or not (Allows Pro-Forma invoicing). #### **Order Details:** - **Customer Reference** - A free form box for you to enter information into.  - **Our Reference** - A free form box to enter information into.  - **Invoice Notes** - Any notes added to the invoice (these will be generated on your invoice if the tag is included on your document template).  - **Invoice Recipient Name** - The name of the person you would send the invoice to. - **Invoice Email Address** - The email you want to send the invoice to (this will generate when clicking the email document button but can be manually changed).  - **Invoice Address** - Where you would like the invoice to be sent.  - **Delivery Recipient** - Here, you can enter the name of the person the Order should be delivered to. - **Delivery Telephone** - The contact phone number for the **Delivery Recipient**. - **Delivery Address** - This is the address the order will be sent to. It will only be displayed if the **Distribution Type** is set to **Delivery** or **Courier**.  - **Dispatch Note Email Address** - The email you want the dispatch note to be sent to. - **External Dispatch Notes** - A free form notes field that will show on the document template. - **Internal Dispatch Notes** - A free form text box that is internal to you so the custom does not see it and it appears on the **Distribution App** for your drivers (If you use it). ![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/b5f0aad7815333c0f142036924d77caf.png) #### **Find Products:** - Using the dropdown list, select the **Product**. You can also type in part of the Product Name , such as “IPA” to display only **Products** with IPA in the name. Please note that this list will only display **Products** that are available on the selected **Price List** and the **Stock Location**. - **Qty Available** - The stock available for sale. This is the number of products **In Stock** minus those that are **Outgoing (**For **Stock Transfers** or other **Orders).** - **Qty** - The amount the customer is purchasing. - Click **Add** to add this item to the order. If you want to find a specific product you can click **Advanced Search** and filter by: - **Stock Location** - **Product Brand** - **Package Type** - **Supplier** If you want to view a list of all Products and their available Stock, click **All Stock**. - **Stock Location** - You can select the Stock Location from the top left using the dropdown list. - **Search** - allows you to find a particular Product. - **Filter**/**Sort** - Using these filters, you can display only certain information. An example is **Available** set to greater than 0. This will display everything that has available stock in the selected **Stock Location**. - The **Products** are displayed in the table. You can enter the **Qty** required and click **Add** to add the **Product** to the **Order**. You can add multiple **Products** this way. **Suggested Products** , this is helpful when creating orders for frequent customers. - **Recently Ordered Product by Outlet** will show a list of ordered products by this outlet within the last 3x months - **Top Selling Products** will show the top 10 most sold products in the last 3x months #### **Converting Orders from Draft to open:** - If an order is labelled as “**Draft**” then you will be able to send a Pro-Forma invoice out but you will not be able to mark it as “**Complete**” or post it to accounts.  - To do this you have two options,  you must either change the **Order Status** in the orders list by selecting the **3 dots** and **Change Order Status,** finally selecting **Confirm Draft Order** or clicking into the order and toggling **Draft** to **No.** ![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/96c464a28b1e6b8ff8e5bb207c86b14c.png)![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/745c2a3bb853f6dcfc96e0cc5d139601.png)![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/2d86f120480e04b0f1a23161de9ee497.png) #### Completing Orders: To complete an order you have three options, but it must be in an Open state.  - Click into the orders list and use the **3 dots** to change the order status to **complete**.  - Click into the order and select **Edit order**. Then change the order status to **complete** - Go to **Distribution Processing** and **tick** any orders that need to be complete per section. Then select the **Complete Selected** button. ![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/4fedea8cf3ed02f9ebe8161405ac2c3d.png)![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/6d2d747a14891b71d51ac054b706d79c.png) [View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/how-to-enter-orders)