Knowledge Base Article
How to Process Product Orders
Track orders for products your organization sells.
Accessing Orders
Navigate to: Products & Inventory > Product Orders
Creating an Order
- Click Add New
- Select the customer (constituent)
- Add products to the order:
- Search for products
- Enter quantities
- Confirm pricing
- Set order details:
- Order date
- Shipping address (if applicable)
- Payment method
- Save the order
Order Statuses
- New: Order received
- Processing: Being prepared
- Shipped: Sent to customer
- Completed: Delivered and closed
- Cancelled: Order cancelled
Inventory Impact
When an order is processed, inventory quantities are automatically reduced.
Payment Tracking
Link orders to payments received through the accounting module.
