Create Order

Not only Customers, but the admin itself can also create orders from inside the Yelo dashboard.

To create a new order, follow these steps:

  1. Go to Orders under the General section in the left sidebar.
  2. Click the blue Create Order button available on the top right corner of the page.
  3. Fill in all the required details, including Customer, Delivery Method, Delivery Option, Merchant, and Product. (You can also add a new customer by clicking on the + button.)
  4. Click on the Invoice button, and you’ll get the sales tax breakup.
  5. Click on the Create Order button to create the Order.

    Use these handy shortcuts to speed up the order creation process:

  1. Add new customer: Cmd/Ctrl + Shift + C
  2. Invoice: Cmd/Ctrl + I
  3. Create order: Cmd/Ctrl + S
  4. Create order and Show order details: Cmd/Ctrl + Shift + O

Was this article helpful?

Leave A Comment?