Take trade and wholesale orders

Prepare orders for business customers, set stock aside, deliver, invoice and record payment.

1. Prepare an order

   Go to Sales → Sales orders and choose New order. Find a trade customer, choose the warehouse, add stock items and quantities.

2. Approve and allocate stock

   Approve order, then Allocate stock so the goods are set aside for this customer.

3. Deliver

   Record the shipment and, when it arrives, Confirm delivery with a delivery evidence reference.

4. Invoice and get paid

   Choose Create invoice from the order, then Record a payment when the customer pays.