Add / edit a manual order

Manually create or edit a single order line without importing an Excel file — handy for a last-minute add or a small correction.

Steps

1. Fill in the required fields
   Request date, customer name, product name, and quantity are required; you can't save without all four.
2. Fill optional fields based on your plan
   Whether order number, customer code, product code, spec, and unit are editable depends on your subscription plan; tapping a locked field prompts an upgrade.
3. Choose how to finish
   Done saves and closes the dialog; Complete and Continue saves and clears the form so you can add several orders in a row.

Notes

• Copying an order pre-fills the new form with the original order's field values, making it easy to create similar orders.
• Storage location is optional and sits above the product name. It only appears and is read aloud once filled in.

Limitations

• The Free plan has fewer editable fields; Complete and Continue isn't available when editing an existing order.

Related

• Order Management
• Import Orders