# Creating Orders

This guide walks you through the complete process of creating an order — from adding items to submitting.

## Step 1: Start a New Order

There are two common ways to start:

* **From the Order Form** — Click **Order Form** (or **New Order**) in the sidebar. This opens a dedicated order creation screen.
* **From the Catalog** — Browse or search for products and add them to your cart. When ready, proceed to checkout.

The steps below apply to both paths.

## Step 2: Select a Customer

Most orders need a customer assigned:

1. Look for the **Customer** field at the top of the order form.
2. Search by name, account number, email, or phone.
3. Select the correct customer from the results.

> **Note:** If you're placing an order for yourself (as a buyer), the customer may be pre-filled with your own account.

## Step 3: Add Products

### From the Order Form

1. Use the **product search bar** on the order form.
2. Type a product name, SKU, or scan a barcode.
3. Select the product from the results.
4. Set the **quantity**.
5. If the product has variations (size, colour, etc.), select the appropriate option.
6. Click **Add** to add it to the order.
7. Repeat for each product you need.

### From the Catalog

1. Browse or search the [catalog](/end-user-guide/browsing-the-catalog.md).
2. Click on a product to view its [details](/end-user-guide/browsing-the-catalog/product-details.md).
3. Select any variations and set the quantity.
4. Click **Add to Cart**.
5. When done adding items, open your cart and click **Checkout** or **Proceed to Order**.

## Step 4: Review Your Items

Before moving forward, review the items in your order:

* **Products** — Are all the right items listed?
* **Quantities** — Are the quantities correct?
* **Variations** — Did you select the right sizes, colours, etc.?
* **Prices** — Do the prices look right?
* **Line totals** — Quantity multiplied by unit price.

### Making Changes

* **Change quantity** — Click the quantity field and type a new number.
* **Remove an item** — Click the **delete** or **X** button on that line.
* **Add more items** — Go back to search and add additional products.

## Step 5: Select a Delivery Address

1. Choose the **shipping address** from the customer's saved addresses, or enter a new one.
2. If the customer has multiple addresses, make sure you select the correct one for this order (e.g., main office vs. warehouse).
3. For a new address, fill in all required fields (street, city, state/province, postal code, country).

> **Tip:** Double-check the address. A wrong address means delayed delivery and extra work for everyone.

## Step 6: Choose a Shipping Method

1. Select a **shipping method** from the available options (e.g., Standard, Express, Overnight, Will Call / Pickup).
2. The shipping cost (if any) will be added to the order total.
3. Estimated delivery dates may be shown for each option.

> **Note:** Available shipping methods may depend on the delivery address, order size, or your company's agreements.

## Step 7: Review the Order Summary

Before submitting, the order summary shows:

| Line            | Details                                     |
| --------------- | ------------------------------------------- |
| Subtotal        | Total for all items before shipping and tax |
| Shipping        | Cost of the selected shipping method        |
| Tax             | Calculated based on location and items      |
| Discounts       | Any promotions or discounts applied         |
| **Order Total** | **The final amount**                        |

Take a moment to verify everything looks correct.

## Step 8: Apply Discounts (If Applicable)

If you have a discount code or the order qualifies for a promotion:

1. Look for a **Discount** or **Promo Code** field.
2. Enter the code and click **Apply**.
3. The discount will be reflected in the order summary.

> **Note:** Not all users can apply discounts. If the field is not visible, discounts may be handled by your administrator.

## Step 9: Submit the Order

When everything looks good:

1. Click **Place Order**, **Submit Order**, or **Confirm**.
2. The system will process the order and show a confirmation screen with:
   * **Order number** — Save this for reference.
   * **Estimated delivery date** (if available).
   * **Order summary** recap.
3. You may be able to **print** or **email** the order confirmation.

The order is now submitted and will be processed according to your company's workflow.

## What Happens Next?

After submitting, the order goes through your company's processing pipeline:

* **Pending** — The order has been received but not yet processed.
* **Approved** — A manager or the system has approved the order.
* **Fulfilled / Shipped** — Items have been sent out.
* **Closed / Complete** — Everything is delivered and settled.

You can track the status of your order in [Order History](/end-user-guide/browsing-the-catalog/order-history.md).

## Not Ready to Submit?

If you need to come back later, see [Saving Drafts](/end-user-guide/browsing-the-catalog/saving-drafts.md) to learn how to save your order as a draft.


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