Make an Order

Learn how to create a new order in Teamleaf.

Step-by-Step Guide

Equipment & Stock

Step 1

Go to 'Orders'

To start, on the left sidebar go to 'Stock & Products', then in the dropdown menu that opens click 'Orders'.

Step 2

Click 'Add Order'

In the top right of the Orders page, click the 'Add Order' button.

Step 3

Add order Title

Next, in the Order Form that opens, add a name for the order by filling out the Title field.

Step 4

(Optional) Add Description

If you wish, you can provide additional information about this order, by filling in the 'Description' field.

Step 5

Select a Supplier

Next, select which Supplier you'd like to use for this Order.

Step 6

(Optional) Select a Depot

If required, select a Depot for this order.

Step 7

Select Ordered At and Expected At

Select the Date and Time you'd like to use for the Ordered At and Expected At fields.

Step 8

Select Delivery Location

Next, you can select the Delivery location. Use the Delivering To field to select the Location type that this order will be sent to, then select the location in the field below.

Step 9

(Optional) Add Comments

If you have any additional comments to add to this Order, you can add them here.

Step 10

Select Products for order.

Next, you can use the Product Requests field, as well as the 'Select a product to add to the order' field to add products to the order. If you wish to add something that isn't in the Teamleaf system, click 'Add Line'.

Step 11

(Optional) Edit Unit Amount/Remove items

Under the Order summary section you can adjust the price of each unit, or remove items, if you wish.

Step 12

See Costs

In the bottom right (below the Order Summary and above the save button) you can view the costs of the order. Add a delivery cost here if you wish.

Step 13

Click 'Save'

Once you're happy with the order information, either click 'Save as Draft' to save the Order for later, or click the 'Save' button.

Step 14

See Order

You will then be taken to the Order page, where you can view, manage and edit your order.