How do I create an order?

Selecting a product. Managing the order.

If you are using LeadDesk to sell products or services, while on a call, you can record the products the customer wants, add them to an order and update the order status.

How that order then gets fulfilled will depend on your local set up and what integrations have been created for LeadDesk. Follow local policies.  

Selecting a product or service

While on a call:

1. Click the Products tab in the bottom half of the screen.
2. Select the product from the list (you may need to select the product group first).
3. Complete the information for the product (see below).
4. Click the Add to order button to move the selected product to the Order section.

Completing product information

Exactly which products, product groups and fields are available will vary from project to project. This example uses a product with one of each of the main field types. These can include:

• Sales price. In some cases, Admins might have given you the ability to set the sales price for the product or service being sold. Update this as appropriate, following local guidance.
• Text fields. These may be used to capture short text or long (in the screenshot above, the "Location" is a short text field, while "Additional notes" is long.
• Date fields. Click in these to get a pop-up calendar to select a date from. Click the icon to clear the date field.
• Single select fields. Click to select any one of the options, as in the "Colour" field in the screenshot.
• Multi-select fields. Click to tick all appropriate options, as in the "Extras" field in the screenshot.
• Information fields. The "Important" field is an example of this, the text here is not editable, and will always show for the selected product.

Managing the order

Once at least one product has been added to an order, you can manage it in the Order tab.

To change any of the product details for a product in the order:

1. Click the icon next to the product name.
2. In the dialog which opens, update product information as needed.
3. Click the Save button.

Changing quantities

You can select and add multiple different products to the order, by selecting them in the Products tab, completing their details and clicking Add to order. Alternatively, if the contact wants multiple of the same product:

1. Click the and buttons to adjust the quantities for a product in the order.

Delivery address

By default, the delivery address for the product is assumed to be the same as is recorded for the contact in the contact card. If this information is incomplete:

1. Update the contact information in the contact card.
2. Click the Save button to save the new contact information.

Alternatively, if the contact wants the product delivered to a different address:

1. Click the Delivery Address tab and complete the details as appropriate.
2. Click back to the Order tab to complete the order details.

Order status

To update the order status:

1. Click the Order state drop-down list and select the appropriate option.

Your admin will define the order states that your environment uses. Follow local policy for choosing the correct order state.

Sending the order

Once the order details are complete:

1. Click the Send button.

You can then create a new order by clicking the NEW ORDER button. Or cancel the order.