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Creating Orders

Creating a new order​

  1. Navigate to Orders in the sidebar
  2. Click New Order
  3. Fill in the order details

The order will be automatically assigned to you (the employee creating it).

Order fields​

  • Customer location (required) -- Select the location this order is for
  • Priority -- Low, medium, high, or urgent (default: low)
  • Needed by date (optional) -- When the items are needed
  • Notes (optional) -- Additional context for the order

Order items​

Each order contains one or more line items. For each item:

  • Item type (required) -- Type of item (e.g., "Plant", "Pot", "Supplies")
  • Quantity (required) -- How many are needed (default: 1)
  • Description (required) -- Details about the specific item (e.g., "Monstera Deliciosa", "White Ceramic Pot")
  • Size (optional) -- Dimensions or sizing information (e.g., "6 inch")
  • Specifications (optional) -- Special requirements or notes (e.g., "with drainage holes")

Click Add Another Item to add additional line items to the order.

After creating an order​

The order is created with status Order placed. From here, update the status as the order progresses through fulfillment. See Order Status.

Editing an order​

Open the order from the Orders table to view details. Click Edit to modify:

  • Status
  • Priority
  • Needed by date
  • Notes

The customer location, order date, and items are read-only after creation.

tip

Employees can edit their own orders only while the status is Order placed. Once an admin changes the status, only Admin or Order Admin roles can make further edits.

Deleting an order​

Click Delete Order on the edit form. A confirmation dialog will appear. The same permission rules apply -- employees can only delete their own orders while in "Order placed" status.