How to Create a New Order in Laywork

Overview Learn step‑by‑step how to record a new customer order, including product selection, pricing, and client information.

Steps

1. From the sidebar, click Orders then Add New Order.

2. Confirm or edit the Order Number.

3. Select a Client or click Add to create one.

4. (Optional) Click + Add Shipping Address and fill in details.

5. Set Status (Pending, Confirmed, Shipped).

6. Under Select Product, pick an item and click Add.

7. Input Quantity, Unit Price, and optional Tax or Discount.

8. Review Sub Total and Total.

9. (Optional) Add a Client Note.

10. Click Submit to save the order.

Tips

• Filter products by name or SKU using the funnel icon.

• The Generated By field defaults to your company profile.

Troubleshooting

• If your client doesn’t appear, verify they are active in Clients.

• Incorrect total? Check discount and tax values.