Creating Orders
Create an order for a customer, add products and prices, then confirm it as the customer commits.
Orders are created from Sales → Orders. What happens next depends on the customer type: B2B orders start as a quote, B2C orders are allocated straight away.
Creating an Order
Go to Sales → Orders
Click "Create Order".
Select the customer
Choose from your customers. For a B2C customer, also enter the recipient and shipping address.
Add line items
See below.
Save
A B2B order is created as Quote with no stock reserved. A B2C order is created as Order placed and stock is allocated immediately.
Adding Line Items
For each line, select the product, enter the quantity and enter the unit price.
Payment Terms
Payment terms (for example "Net 30") belong to the customer record, not to each order. They are shown to the customer in the portal.
Confirming a Quote
When the customer sends a purchase order, open the order and click Confirm Quote. Enter the PO number and optional notes. The order moves to PO received.
Allocating Stock
On a PO received order, click Confirm PO & Check Stock. IEMSuite reserves stock lots by FIFO/FEFO. If every line is covered, the order moves to Packed; otherwise it moves to In production so you can make or receive the shortfall, then click Check Stock & Pack to try again.