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Creating Orders in the Sales Rep App (WizOrder)

Orders can be created in multiple ways, depending on your workflow stage. This guide covers all methods for creating orders in the Sales Rep App (WizOrder).

A. Creating an Order from Your Cart

The most common way to create an order is to build a cart[link to carts] and convert it.

Step-by-Step Process

  1. Select the Customer: Before adding products, select the customer for the order (on the mobile app):

    1. Tap the customer selector at the top of the screenorder flow 1

    2. Search by customer name or account number

    3. Select the customer from the listorder flow 2

  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 filtersorder flow4

      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 pageorder flow 5

      2. Select variants (size, color, etc.) if applicableorder flow 6

      3. Click "Add to Cart." Then click the + icon to adjust the quantity.order flow 7

      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.order flow 8

  6. Fill in Order Details: Add the required order information before submitting.order flow 9

Required and Optional Fields:

  1. Customer Info: Customer’s name, number, email ID

  2. Billing Address: The address used for payment and invoicing purposes.

  3. Shipping Address: The address where the order will be delivered.

  4. PO Number: Customer's purchase order number (if they provided one)

  5. Shipment Method: Choose: Ground, Express, Freight, Pickup, or other

  6. More: Save the order for later, copy cart, repeat order, cancel the order.

  7. Payment Terms: Defaults to customer's account terms (Net 30, Net 60, etc.), but you can change if needed

  8. Notes: Any special instructions, delivery details, or internal comments

Billing address, shipping address, and payment terms are pulled automatically from the customer profile when available.

Create the Order

  • Click the Submit Order button at the bottom of the screen.

  • Send a copy of this order to your customer via email

    order flow 10 

  • This takes you to the order confirmation screen.order flow 165

 

B. Creating an Order from a Quote

If the customer already approved a quote, you can convert it directly without rebuilding everything.

  1. Find the Quote

    1. Go to the Quotes page, under the Sales taborder flow 12

    2. Search by reference ID, customer name, or filter by submitted status

    3. Open the quote

  2. Verify the Quote Details: Make sure everything is still accurate.

    1. Products and quantities

    2. Pricing

    3. Customer information

    4. Shipping details

  3. Else, click on Edit Quote to edit the quote details.

  4. Convert to Order

    1. Click the Convert to Order button.order flow 13


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

  • Submitorder flow 14

  • Review the order summary and click Submit Order.

  • The order is created with the exact terms from the quote.

 

C. Creating an Order from a Customer Profile

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

  1. Open the Customer Profileorder flow 17

    1. Go to the Customers tab

    2. Search for the customer

    3. Open their profile

  2. Click Create Order.order flow 18

    1. From the customer profile page, click the Create Order button.

  3. Add Products and Submit Order

From here, the workflow is similar to creating an order from your cart.

D. Creating an Order from the Sales Tab

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

  1. Go to the Sales Tab

    1. Tap "Sales" from the bottom navigation (Sales Rep App).

  2. Click Create Order.order flow 19

    1. Click Create Order from the top of the page.

  3. Select the Customerorder flow 23

    1. Browse or search for the customer you want to create an order for.

  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.