---
title: Create Orders in WizOrder
description: Create orders in WizOrder four different ways, from your cart, a quote, a customer profile, or the Sales tab, with step-by-step guidance for each.
---

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October 7, 2026

# Create Orders in WizOrder

*The Sales Rep App (WizOrder)* lets you create orders from your cart, a quote, a customer profile, or the Sales page. Use whichever method fits your workflow. This article walks through placing a confirmed order in WizOrder, selecting a customer, adding products, applying pricing, and submitting the order for ERP processing. Covers both mobile and web workflows.

**Platform:** WizOrder      |     **Who is this for:** Sales Reps & Admins

**To Get There:** *Sales **\>** Orders **\>** Create Order*

---

#### Table of Contents

| **Section** | **Topics** |
| --- | --- |
| **A** | [Create an Order From Your Cart](https://knowledge.wizcommerce.com/create-orders-in-wizorder#section_a) |
| **B** | [Create an Order From a Quote](https://knowledge.wizcommerce.com/create-orders-in-wizorder#section_b) |
| **C** | [Create an Order From a Customer Profile](https://knowledge.wizcommerce.com/create-orders-in-wizorder#section_c) |
| **D** | [Create an Order From the Sales Page](https://knowledge.wizcommerce.com/create-orders-in-wizorder#section_d) |
| **E** | [Export Orders (Download Order Details)](https://knowledge.wizcommerce.com/create-orders-in-wizorder#section-e) |
| **F** | [FAQs](https://knowledge.wizcommerce.com/create-orders-in-wizorder#section_faq) |

---

#### Before You Begin

- You must have access to *WizOrder,* on the mobile app or the web portal.
- The customer you are creating the order for must already exist in WizOrder. Keep their name or account number handy.
- If a product has both a Base Price and a Sale Price configured, WizOrder will display the Sale Price during order creation.
- To create an order from a quote, the quote must be in **Submitted** status.
- Billing address, shipping address, and payment terms are pulled automatically from the customer profile when available.
- You must have Admin access to Export Orders (Download Order Details).

---

### A. Convert Your Cart Into an Order

The most common way to create an order is to [build a cart](https://knowledge.wizcommerce.com/adding-products-to-your-cart) and convert it.

1. **Select the Customer:** Before adding products, select the customer for the order**:**
   
     1. Click the customer selector at the top of the screen
        
        ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-09-50-49-9970-PM.png?width=670&height=937&name=image-png-Apr-07-2026-09-50-49-9970-PM.png)
     2. ### Search by customer name or account number. Select the customer from the list.
        
        ### ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-09-51-56-0690-PM.png?width=670&height=937&name=image-png-Apr-07-2026-09-51-56-0690-PM.png)
2. ### **Add Products to Your Cart:** With the customer selected, start adding products.
   
     1. **From Product Listing Page (PLP):** 
        
            1. Browse through the products or use filters.
               
               ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-09-53-01-5459-PM.png?width=670&height=943&name=image-png-Apr-07-2026-09-53-01-5459-PM.png)
            2. Click ***Add to Cart**.*
            3. Enter a quantity or click ***+*** to increase it.
     2. **From Product Detail Page (PDP):**
        
            1. Search for and open the product's detail page.
               
               ![product details page](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-09-54-31-1422-PM.png?width=670&height=1070&name=image-png-Apr-07-2026-09-54-31-1422-PM.png)
            2. Select variants (size, color, etc.) if applicable. 
               
               ![add variants](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-09-56-13-8320-PM.png?width=670&height=1071&name=image-png-Apr-07-2026-09-56-13-8320-PM.png)
            3. Click ***Add to Cart***. Then click the *+* icon to adjust the quantity.
               
               ![select variants](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-09-55-04-9478-PM.png?width=670&height=937&name=image-png-Apr-07-2026-09-55-04-9478-PM.png)
            4. Continue adding products until the cart is complete.
3. **Review Your Cart:** Before creating the order, verify everything is correct. **Check:**
   
     1. Product names and SKUs
     2. Quantities
     3. Pricing (customer-specific pricing should be applied)
     4. Discounts (if any)
     5. Line totals and order total
4. **Make Changes:**
   
     1. Adjust quantities directly in the cart
     2. ### Remove products if needed
     3. ### Add more products if you missed anything
5. Once done, click on ***Create Order**.
   
   ![create order](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-09-57-43-8282-PM.png?width=670&height=1449&name=image-png-Apr-07-2026-09-57-43-8282-PM.png)*
6. **Fill in Order Details:** Add the required order information before submitting.

##### Required and Optional Fields:

1. **Order Tag: Add a tag to categorize or identify the order (optional).**
2. **Customer Details:** View or change the primary contact for the order.
3. **Billing Address:** View or update the billing address for the order.
4. **Shipping Address:** Add or update the shipping address for the order.
5. **Other Details**: Enter the PO number, scheduled date, cancel date, and expected delivery date.
   
   ![4-Jul-29-2026-06-06-48-0323-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/4-Jul-29-2026-06-06-48-0323-PM.png?width=670&height=922&name=4-Jul-29-2026-06-06-48-0323-PM.png)
6. **Sales-rep Details:** View the sales rep assigned to the order and the order activity log.
7. **Payment Instrument**: Add the payment method for the order.
8. **Notes:** Add any internal notes or instructions for the order.
9. **Freight Terms:** Select the freight terms applicable for the order.
10. **Payment Terms**: Select the payment terms for the order.
11. **Add Payment Instruction**: Select the preferred payment instrument for this order.
    
    ![5-Jul-29-2026-06-06-48-3064-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/5-Jul-29-2026-06-06-48-3064-PM.png?width=670&height=916&name=5-Jul-29-2026-06-06-48-3064-PM.png)

**Note:**

- Billing address, shipping address, and payment terms are pulled automatically from the customer profile when available. Review them before submitting to confirm they are current.
- To include **Notes** in the order PDF sent by email, tick the **Share note** checkbox next to it. See [**Why are my notes not showing on the order or quote PDF?**](https://knowledge.wizcommerce.com/why-are-my-notes-not-showing-on-the-order-or-quote-pdf)

#### **» Order Tag (Optional)**

1. You can also add an ***Order Tag.*** This is not a mandatory field.
   
   ![1-Jul-29-2026-05-46-48-0877-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/1-Jul-29-2026-05-46-48-0877-PM.png?width=670&height=922&name=1-Jul-29-2026-05-46-48-0877-PM.png)
2. Select an order tag from the dropdown. For example, **Open.** Multiple order tags can be available. To add a specific order tag, contact our [support team](https://mail.google.com/mail/u/0/?fs=1&to=help@wizcommerce.com&tf=cm).
   
   ![2-Jul-29-2026-05-46-47-9508-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/2-Jul-29-2026-05-46-47-9508-PM.png?width=670&height=916&name=2-Jul-29-2026-05-46-47-9508-PM.png)
3. Once selected, the tag will appear here.
   
   ![3-Jul-29-2026-05-46-48-0394-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/3-Jul-29-2026-05-46-48-0394-PM.png?width=670&height=916&name=3-Jul-29-2026-05-46-48-0394-PM.png)

#### » Filter Orders by Order Tag

1. Go to ***Sales → Orders.***
   
   ![6-Jul-30-2026-10-18-44-0698-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/6-Jul-30-2026-10-18-44-0698-AM.png?width=670&height=916&name=6-Jul-30-2026-10-18-44-0698-AM.png)
2. Click ***Filters.***
   
   ![7-Jul-30-2026-10-18-44-4895-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/7-Jul-30-2026-10-18-44-4895-AM.png?width=670&height=916&name=7-Jul-30-2026-10-18-44-4895-AM.png)
3. Select ***Order Tag.***
   
   ![8-Jul-30-2026-10-18-43-8294-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/8-Jul-30-2026-10-18-43-8294-AM.png?width=670&height=916&name=8-Jul-30-2026-10-18-43-8294-AM.png)
4. Select the tag you want to filter by and click ***Show Results.***
   
   ![9-Jul-30-2026-10-18-43-8750-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/9-Jul-30-2026-10-18-43-8750-AM.png?width=670&height=916&name=9-Jul-30-2026-10-18-43-8750-AM.png)
5. The orders will be filtered based on the selected tag.
   
   ![10-Jul-30-2026-10-18-44-0533-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/10-Jul-30-2026-10-18-44-0533-AM.png?width=670&height=916&name=10-Jul-30-2026-10-18-44-0533-AM.png)

**Note:** If the Order Tag filter is not available or you want to add a custom tag, please contact our support team at [help@wizcommerce.com](https://mail.google.com/mail/u/0/?fs=1&to=help@wizcommerce.com&tf=cm).

#### » Submit the Order

- Click the***Submit Order***  at the bottom of the screen.
- Send a copy of this order to your customer via email.
  
  ![send email confirmation](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-09-58-15-2947-PM.png?width=670&height=943&name=image-png-Apr-07-2026-09-58-15-2947-PM.png)
- This takes you to the order confirmation screen.
  
  ![order confirmation page](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-09-58-38-8375-PM.png?width=670&height=917&name=image-png-Apr-07-2026-09-58-38-8375-PM.png)

---

### B. Create an Order from a Quote

Use this workflow when a customer has already approved a quote. You can convert it directly without rebuilding the order from scratch.

1. Go to ***Sales Tab → Quotes page.***
2. Search by reference ID, customer name, or filter by submitted status.
3. Open the quote.
   
   ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-00-18-7105-PM.png?width=670&height=937&name=image-png-Apr-07-2026-10-00-18-7105-PM.png)
4. **Verify the Quote Details:** Make sure everything is still accurate. 
     1. Products and quantities
     2. Pricing
     3. Customer information
     4. Shipping details
5. Then click on***Edit Quote*** to edit the quote details.
6. Click ***Convert to Order*.**
   
   ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-00-41-6277-PM.png?width=670&height=937&name=image-png-Apr-07-2026-10-00-41-6277-PM.png)

**Note:** All details are transferred automatically: products, quantities, pricing, customer information, payment terms, and notes.

- Review the order summary and click ***Submit Order.***
- The order is created with the exact terms from the quote.
  
  **![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-01-20-9338-PM.png?width=670&height=923&name=image-png-Apr-07-2026-10-01-20-9338-PM.png)**

---

### C. Create an Order from a Customer Profile

Use this when you are already looking at a customer's account and want to create a new order for them.

1. Go to the ***Customers*** tab, search for the **customer**, and open their **profile**.
   
   **![select the customer](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-01-57-5952-PM.png?width=670&height=937&name=image-png-Apr-07-2026-10-01-57-5952-PM.png)**
2. Then click***Create Order.
   
   ![create order](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-02-37-9953-PM.png?width=670&height=918&name=image-png-Apr-07-2026-10-02-37-9953-PM.png)***
3. Then add ***Products and Submit Order***.
4. From here, the workflow is similar to [creating an order from your cart](https://knowledge.wizcommerce.com/create-orders-in-wizorder#section_a).

---

### D. Create an Order from the Sales Tab

The Sales tab lets you quickly create orders while managing multiple customers.

1. Navigate to the ***Sales Page (Sales Rep App).***
2. Click ***Create Order*****.
   
   ![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-04-30-2459-PM.png?width=670&height=923&name=image-png-Apr-07-2026-10-04-30-2459-PM.png)**
3. **Select the Customer:** Browse or search for the customer you want to create an order for.
   
   **![](https://knowledge.wizcommerce.com/hs-fs/hubfs/image-png-Apr-07-2026-10-06-26-3036-PM.png?width=670&height=937&name=image-png-Apr-07-2026-10-06-26-3036-PM.png)**
4. **Build and Submit the Order**
   
     1. Add products, fill in details, and submit:
     2. This workflow is similar to creating an order from your cart.
5. **Review and Submit**
   
     1. Once submitted, the order appears in the Orders page.

---

### E. Export Orders (Download Order Details)

The Sales tab lets you quickly export your orders. 

**Note:** You need Admin access to Export Orders (Download Order Details).

1. Go to ***Sales → Orders*** to export your orders.
   
   ![4-Jul-02-2026-12-23-27-9791-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/4-Jul-02-2026-12-23-27-9791-PM.png?width=670&height=379&name=4-Jul-02-2026-12-23-27-9791-PM.png)
2. Click ***ExportExcel*** for bulk export.
   
   ![5-Jul-02-2026-12-23-27-8096-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/5-Jul-02-2026-12-23-27-8096-PM.png?width=670&height=379&name=5-Jul-02-2026-12-23-27-8096-PM.png)
3. Then click ***Export*** to export all orders (bulk export).
   
   ![10-Jul-02-2026-12-37-48-9115-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/10-Jul-02-2026-12-37-48-9115-PM.png?width=670&height=379&name=10-Jul-02-2026-12-37-48-9115-PM.png)
4. Click ***Filter*** to apply filter you want.
   
   ![6-Jul-02-2026-12-23-27-9244-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/6-Jul-02-2026-12-23-27-9244-PM.png?width=670&height=379&name=6-Jul-02-2026-12-23-27-9244-PM.png)
5. Click ***Add Filter*** and select the filter you want to apply. The dropdown fields are nothing but the columns of the Orders Page.
   
   ![12-Jul-02-2026-12-51-13-1820-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/12-Jul-02-2026-12-51-13-1820-PM.png?width=670&height=379&name=12-Jul-02-2026-12-51-13-1820-PM.png)
6. Click ***Created On ∨*** to apply the filter.
   
   ![13-Jul-02-2026-12-51-13-3313-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/13-Jul-02-2026-12-51-13-3313-PM.png?width=670&height=379&name=13-Jul-02-2026-12-51-13-3313-PM.png)
7. For example: Select a date range and click ***Apply*** to export orders for that period.
   
   ![8-Jul-02-2026-12-23-27-8397-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/8-Jul-02-2026-12-23-27-8397-PM.png?width=670&height=379&name=8-Jul-02-2026-12-23-27-8397-PM.png)
8. Click***Export Excel*** to export orders for that period.
   
   ![9-Jul-02-2026-12-23-27-9175-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/9-Jul-02-2026-12-23-27-9175-PM.png?width=670&height=378&name=9-Jul-02-2026-12-23-27-9175-PM.png)
9. Then click ***Export*** to export orders for that period.
   
   ![11-4](https://knowledge.wizcommerce.com/hs-fs/hubfs/11-4.png?width=670&height=379&name=11-4.png)

---

#### FAQs

**1. Can I create an order without selecting a customer first?**

**A.** No. You must select a customer before adding products to the cart. This ensures customer-specific pricing, payment terms, and address details are applied correctly to the order.

**2. What is the difference between creating an order from a cart and converting a quote to an order?**

**A.** Creating an order from a cart means building the product selection from scratch. Converting a quote transfers all the approved details,  products, pricing, and customer information, directly into a new order without any rebuilding. Use the quote conversion when a customer has already reviewed and approved pricing.

**3. Can I save an order and come back to it later without submitting?**

**A.** Yes. Before clicking ***Submit Order**,* you can use the ***More*** menu to save the order as a draft. It will appear in the ***Orders*** page with a ***Draft*** status and can be edited and submitted at any time.

**4. Why is a ship date being automatically added to my orders?**

**A.** This is expected behavior in QuickBooks Desktop. When an order is saved without a ship date, QuickBooks automatically defaults the Ship Date field to the Transaction Date. This is part of QuickBooks' built-in logic and is not something that can be changed through configuration.

---

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