Squarespace editor preview. Live customer and catalogue data are disabled here.
Create Order Request
Create and invoice an order directly on behalf of a Dealer or Retail customer.
1
Customer
Search existing customers before creating a new customer profile.
Pricing / customer type *
Required for Dealer customers.
2
Billing & Shipping
Existing customer details are pre-populated and can be adjusted for this order.
Billing details
Billing address is optional unless “Ship to billing address” is selected.
Shipping details
Delivery method *
3
Notes
Visible to the customer on the invoice. Do not put internal commentary here.
Optional and internal only. These notes are not shown to the customer.
4
Products & Services
Admin can add any active item available in the Admin product catalogue.
Order items
Select a customer, then add products or services.
Draft Review
Catalogue changes are checked against the live catalogue whenever a saved draft is opened or reviewed.