You are browsing upcoming documentation for version 6.0 of OroCommerce, OroCRM, and OroPlatform, scheduled for release in 2024. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.
See our Release Process documentation for more information on the currently supported and upcoming releases.
You can create an order in two ways:
From a shopping list
From a quick order form
To create an order from a shopping list:
Navigate to Shopping Lists.
From the drop-down list, select the required shopping list.
Click View Details.
To create an order, either click Create Order on the right of the shopping list name, or scroll down to the bottom of the page and click Create Order on the bottom right of the shopping list view page.
If there are any discounts that apply to your order, this will be displayed in the order totals.
Follow the required steps to submit the order, as described in the Checkout Process topic.
The quick order form allows customers to work on large orders efficiently by searching by product SKUs and names or by importing their purchase lists into the system. Customers can work on multiple orders simultaneously and easily switch between different shopping carts or start new orders at any time. Quick order forms can be created by both registered and guest users.
There are three options to create an order using a quick order form:
Navigate to Quick Access Menu in the top right corner of the page.
Click Quick Order Form.
Please note that if you are a guest user, you can see only Quick Order Form at the top. Only registered customers can view and manage quotes and orders. Also, please keep in mind that only one shopping list is available for guest customers.
Provide order details (item, quantity #, and unit) in the fields.
You can also search the product by name, in which case, you need to select it from the suggestions list when the product appears there.
Click +Add More Rows to provide details for more than five items.
Click Create Order.
Keep in mind that when adding a product kit item to the quick order form, you will not be able to view the price for the product kit or create the order, as product kits require configuration that the quick order form does not support. You can still proceed to the checkout via a shopping list or create a quote.
You can also Request a Quote or add the order to the shopping list.
If you are creating an order as a guest user, please keep in mind that you are only allowed one shopping list. Therefore, when creating an order, your default shopping list will be overwritten with the items from your order.
You can also copy and paste as many order details as you wish in the text field on the right.
Make sure that each item#+quantity# start from a new line. Optionally, provide a unit.
Separate the order details by spaces, semicolons, or commas.
Your input is validated on the go. If you get a validation warning, ensure to correct any issues reported.
Click Verify Order to add the validated items to the quick order form.
Then click Create Order.
You can also import a purchase list into the system in the Upload Your Order section:
Click Get Directions for quick help on the import process and the downloadable templates to fill in.
Once you have downloaded the template in one of the provided formats, insert the items’ SKU and quantity numbers into columns A and B and save the file.
To upload the file, click Choose File, navigate to the file location, select the file, and click Open.
Click Add to Form to finalize import. Validated items will be added to the quick order form.
To complete the order, click Create Order.