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Create an Order from a Shopping ListΒΆ

Any time a customer creates a new shopping list, it can be accessed in the management console. This is helpful if a customer needs assistance finding particular items or with creating an order.

Important

See a short demo on creating orders from the shopping list or keep reading for step-by-step guidance.

To create an order from a shopping list:

  1. Navigate to Sales > Shopping lists in the main menu.

  2. Open the selected shopping list from the grid.

  3. Click Create Order in the top right corner of the page.

  4. The Create Order form will open, prepopulated with the information from the shopping list:

    Amend or add new details to the order, if necessary, as described in the Create an Order from Scratch topic.

  5. Click Save when you are done.