About orders

Learn how to enter your product sales into Craftybase.

An order is a set of products you sell to a customer on a single date.

By adding orders, you can automatically deduct your product stock, tally available stock levels, and accurately calculate your COGS.

In this article, we'll cover:

• Orders
• Viewing your orders list
• Viewing an order
• Copying an order
• Marking an order as paid
• Order Line Items

Orders

Your orders can be automatically imported via one of our supported integrations (fastest and easiest), or you can opt to add orders manually.

When an order is created, the Available stock level for each product will be decreased by the quantity sold.

When the order is shipped, the material cost for the order will be calculated and posted to your inventory adjustments. This will decrease your inventory value and increase your COGS.

Adding orders manually

To add an order manually:

1. Navigate to the Orders page
2. Click on the Add Order button
3. On the form that appears, complete the details for the order
4. Click the Save button to confirm your changes

Viewing your orders list

To view your orders list:

1. Go to your Orders List page by clicking the Orders tab:

Viewing an order

To view an order:

1. Go to your Orders List page
2. Click on the order code link to navigate to your order details page.

Copying an order

You can use the Copy feature to clone an existing order quickly. This is useful for situations with regular standing orders or similar orders between customers. This can also be used to edit or update orders imported from a connected integration.

To copy an order:

1. Go to your Orders List page by clicking the Orders tab in the top menu.
2. For the order you wish to copy, hover your mouse over the ⋮ icon (to the left of the order code).

3. Select Copy Order from the menu options. This will create a copy of the order and take you to the edit form for changes.

   

4. On the form that appears, make any changes required to the copied order.
5. Click the Save Order button at the bottom of the page.

Marking an order as paid

All imported orders will automatically be updated with the Paid status of the order.

To mark an individual order as paid:

1. Navigate to the order

2. Hover your mouse over the vertical ellipsis (⋮) and select the Edit option from the menu that appears.

   

   
   
3. Check the Paid box
4. Click the Save button at the bottom of the form.

To mark a bulk set of orders as paid:

1. Navigate to your orders list page
2. Next to each order you wish to mark as Paid, tick the checkbox
3. Scroll to the bottom of the page and open the dropdown called Batch Actions
4. Select the Mark as Paid option
5. Click the Update button

Order Line Items

An Order Line Item is any unique Product you add to an Order as a line item.

An Order Item’s sale price and quantity sold are configured per Order, with discounts, tax, and shipping amounts added as part of the Order.

These totals are then proportioned to each order item in the order so that profitability totals can be calculated.