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