Order Management

CloudOnex Business Suite provides comprehensive tools for managing customer orders throughout their lifecycle. This guide covers all aspects of order processing, tracking, and fulfillment.

Understanding Orders#

Order Lifecycle#

1. Order Creation

   • Customer places order
   • Manual order entry
   • Order from quote conversion
   • Client portal orders

2. Processing Stages

   • New order
   • Processing
   • Awaiting payment
   • Ready for delivery
   • Completed
   • Cancelled

Creating Orders#

Manual Order Creation#

1. Navigate to Sales → New Order
2. Enter order details:

   Required Information:
   - Customer selection
   - Products/services
   - Quantities
   - Pricing
   
   Optional Details:
   - Notes
   - Shipping information
   - Custom fields
   - Files/attachments
   

3. Click "Save" to create order