This article provides an overview about creating a B2B or a Custom Order in primaseller.
Main menu -> B2B -> Create Order.
Main menu -> Sale orders -> Create Order.
Creating a Sale order
- Click on Create Order to place a new order.
- Add the customer by searching the customer in the customer search bar.
- Add the SKUs to the order.
- Add item discount if any is to be applied.
- Add an order discount if needed.
- Click on Pay.
- Select the ship-by date. Add a PO number if applicable.
- If any advance is paid, click on Pay in Advance and select the amount and payment method.
- Click on Create Order, a sale order will be created.
Once an order is created, you can view it to process it or create another order.