Place, fulfill, bill, and manage wholesale orders

Go to Place an Order and choose the customer if it is not already selected.

Add the products, set the fulfillment method and date, then choose the payment terms and payment method that match how the customer should be billed.

Open the order from Past Orders or from the order-entry page after save.

Update picked quantities when the actual packed amount differs from the original order, then move the status forward as the order is submitted, fulfilled, completed, or paid.

• Picked quantities matter because they can change the final billable amount after fulfillment.
• Use the order detail page to keep the PO number, notes, and payment status tied to the same record.
• Paid orders become read-only for most internal users, so finish the needed edits before marking the order as paid.

Open Account Settings for the customer when you need to see the open balance, aging buckets, credits, and linked order entries.

This page is the fastest way to answer whether the customer still owes money or already has credit available.