Create a new order
Add a new order for a client, fill in the job, spec and pricing, then add the suppliers on the order page.
On this page
An order is one job for one client, from first design to installation. Here is how to create one, and what to do right after.
Create the order
Open the Orders page
Click Orders in the left-hand menu, then click the highlighted + New Order button at the top right.
Pick the client
Type in Search clients… to find the client by name, contact person, phone or email. Click the client's row.
If the client is not there, click Create a client first. After you save the client you land on their page; click + New Order there to continue.
Fill in the job
The form is split into sections. Start with Job: give the order a clear Order Title (1), set the Status (2), and pick the Designer (3). Add the Address and your Invoice Number if you have them.
Only the client is required. Everything else can be left blank and filled in later. If you leave the status alone, the order starts as New.
Add the spec and pricing
Fill in whatever you know in Cabinet Spec, Options & Includes and Pricing & Costs. The client prices, such as Cabinet Price for Client (1), are what Salone counts as the job's income.
Save the order
Click Create order at the bottom of the form. Salone gives the order a 6-digit number (for example #388450) and opens the new order's page.
What goes where on the form
| Section | What to put there |
|---|---|
| Job | Title, status, designer, address, invoice number |
| Progress / Milestones | Tick boxes: 2020, Renderings, Quote, Down Payment |
| Cabinet Spec | Material, cabinet type, colors, heights, handles, hood, extras |
| Options & Includes | Tick boxes such as Counter, Backsplash (BS), LED Groove |
| Pricing & Costs | What you charge the client, and your installation cost |
| Installation | Installer, Installation Date, Installation Notes |
| Notes & Links | Current Tasks (free text), Notes, Links |
Your form can look a little different if an admin has added or removed fields. See Custom fields.
Right after you create it: add suppliers
Suppliers are not on the create form. Once the order is saved, open its Suppliers (0) tab and click + Add supplier for each supplier on the job: cabinets, countertop, appliances, hardware and so on. Each one gets its own order number, delivery date, cost and payments. See Multiple suppliers on one order.
Good to know
- Money fields take plain numbers. Type 42500, not $42,500.
- Dropdowns (Designer, Installer, Material, Cabinet Type) come from the lists in Settings. Admins see a small + next to each one to add a new entry on the spot. Regular users need to ask an admin.
- Current Tasks (free text) is a short note about what's next, like "Waiting on final counter template". It shows on the Board cards, in the Orders list and in the Dashboard's follow-ups. It is not the same as the Tasks checklist on the order page.
- The order number is created automatically and can't be changed. Numbers are random, not in sequence.
- No title? The order page shows the client's name instead.
- To change anything later, open the order and use the Spec tab. See The order page.