This documentation refers to customer orders. If you are looking for documentation on vendor purchase orders, please click this link.
To create an order, you must first have created an inventory item and a customer/prospect. Afterward, all you need to do is click the New Order button on the customer’s profile page, which will open up the interface to create their order.
At this point, you have to select the Order Type, which is one of Dress, Accessory, Veil, Other, or Childrenswear. Within CloudBridal, the Dress type is the primary order type and will contain many fields that other types do not have such as measurements. CloudBridal has many fields that are displayed out of the box:
When you create the order, you will see it added to the Orders section of the customer’s profile. Clicking on it will allow you to make changes to the order. Orders follow a status-based flow, starting in the New status when a customer places the order and ending with the Picked Up status. In order to keep track of all of your orders grouped by their status, you can navigate to your list of orders.
Keeping track of your orders in this way will make you much more organized and on top of what you need to do at any given time.