Overview
The Orderpad contains numerous features designed to facilitate order placement and management. For those unfamiliar with order placement, we recommend reading our order basics guide first. Use this article as a reference for details on each Orderpad section.
Página Principal de Orderpad
The top grey bar displays customer details relevant to the order being placed. Descriptions of these labels are shown below:
| Label | Description |
|---|---|
| Account | The billing account name. Clicking the name opens the account profile. |
| Customer | The customer name, where shipping info is stored. Clicking opens the customer profile. |
| Store | The store name associated with the customer. |
| CRM | Use 'new notes' to create or 'view notes' to see existing CRM notes for the customer. |
| Terms | Displays the Terms Type from the account profile. Dropdown appears if multiple term types are enabled in settings. |
| Currency | The currency used, based on the order guide assigned to the account. |
| Accept B/O | Indicates if backorders are accepted. 'No' prevents backorder creation. |
| Sales Rep | Dropdown to assign a sales rep to the order. Defaults to the customer's assigned rep. |
| Unapplied Credit | Total of any unapplied credits on the account. Informational only. |
Características del Pedido
| Feature | Description |
|---|---|
| Category | Shows product categories to filter from. E.g., 'Dresses'. |
| Order History | For Wholesale accounts. Lists recently ordered products for quick reordering. |
| Tag Filtering | Limits search to selected product tags. |
| Search | Search by SKU or product name. Can also filter by tag. |
| Order by SKU | Quickly enter orders using SKU and quantity columns. |
| Backorder | Create a backorder linked to the main order. |
| Stock Status | Manually split order and backorder by assigning quantities. |
| Allocate | Functions like Stock Status, excluding backorders from allocation. |
| Edit QTY | Edit product quantities already on the order. |
| Other Charges | Apply admin-defined charges. Use checkbox if percentage-based. |
| Samples | Add products as $0 'samples', shown under a separate section on the order. |
Pestaña de Envío
Use this tab to manage shipping information. Four key dropdown fields appear at the top:
| Dropdown | Description |
|---|---|
| Distribution Centre | Select the shipping distribution center. Inventory depletes from this center. |
| Shipping Carrier | Choose a shipping carrier for the order. |
| Shipping Method | Methods available depend on the selected carrier. Set via shipping settings. |
| Bill Shipping to | Choose if customer pays shipping separately. Enter ship account number if required. |
Note: Dropdown options depend on your Shipping and Tax Settings. See Shipping Methods Guide for help.
Get Rates – If you have a shipping integration, click to receive estimated rates from carriers like USPS, FedEx, or UPS.
Pestaña de Pago
Select one of three payment types:
| Type | Description |
|---|---|
| Credit Card | Default option. Charges the card at order placement. |
| Account | Used for house accounts. No payment needed at order time. |
| Card on File | Charge a previously saved card (if available for the account). |
Campos de Tarjeta de Crédito
| Field | Description |
|---|---|
| Card Type | Select customer card type. |
| Name on Card | Name exactly as shown on the card. |
| Expiry Date | Format: MMYY. |
| Card Number | Enter the card number. |
| Card Verification Number | 3-digit security code. |
| AVS ZIP | Enter ZIP/postal code for AVS match. Required if ZIP verification is enabled. |
Note: Click Save Payment Details to preserve your entries.
Características Adicionales
| Option | Description |
|---|---|
| Include Billing Info | Include billing address during processing. Use Fetch button to pull from profile. |
| Do Not Process Payment | Skips charging the card now. No card info needed if selected. |
| Pre-auth | Authorize funds only. Settle payment later from the order view screen. |
| Save Credit Card | Saves card on file. Optionally enter a name for the card. |
Pestaña de Cupones
Coupon Code – Enter the coupon code.
One Time Use Code – Enter the numerical code following the dash for one-time-use coupons.
Click Confirm Coupon Code to apply.
Note: See our Coupons Guide for setup help.
Pestaña de Notas
Enter notes as needed in either the order or internal notes fields. Click Save Notes before submitting the order.
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