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.

To Get There: Sales > Orders > Create Order

Table of Contents

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, have their name or account number ready
• To create an order from a quote, the quote must already be in Submitted status
• Billing address, shipping address, and payment terms are pulled automatically from the customer profile when available

A. Convert Your Cart Into an Order

The most common way to create an order is to build a 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
      
      
      

   2. Search by customer name or account number. Select the customer from the list. 
      
      

2. Add Products to Your Cart: With the customer selected, start adding products.

1. 1. From Product Listing Page (PLP):

      1. Browse through the products or use filters.
         
         
         

      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.
         
         
         

      2. Select variants (size, color, etc.) if applicable. 
         
         
         

      3. Click Add to Cart. Then click the + icon to adjust the quantity.
         
         
         

      4. Continue adding products until the cart is complete.

2. 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

3. Make Changes:

   1. Adjust quantities directly in the cart

   2. Remove products if needed

   3. Add more products if you missed anything

4. Once done, click on Create Order.
   
   
   

5. Fill in Order Details: Add the required order information before submitting.
   
   
   

Required and Optional Fields:

1. Customer Info: Customer’s name, phone number, email address

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

Create the Order

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

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

   

• This takes you to the order confirmation screen.
  
  

B. Creating 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. Find the Quote

   1. Go to the Quotes page, under the Sales tab.
      
      

   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. Then click on Edit Quote to edit the quote details.

4. Convert to Order

   1. Click the Convert to Order button.
      
      

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

• Submit
  
  

• 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 are already looking at a customer's account and want to create a new order for them.

1. Open the Customer Profile
   
   
   

   1. Go to the Customers tab

   2. Search for the customer

   3. Open their profile

2. Click Create Order.
   
   
   

   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 Page

   1. Click Sales from the bottom navigation (Sales Rep App).

2. Click Create Order.
   
   
   

3. Select the Customer: 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.

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.