This article provides an overview of creating a B2B or a Custom Order in Primaseller.

Learn more here - B2B Overview and Configure B2B/Custom channel.

Main menu -> B2B -> Create Order (or) Main menu -> Sale orders -> Create Order.

Creating a Sale order

  1. Click on Create Order to place a new order.

  2. Add the customer by searching the customer name in the search bar.

  3. Add the SKUs to the order.

  4. Add item discount, if any.

  5. Add an order discount if needed.

  6. Click on Pay.


Quotes

You can create quotes in Primaseller while creating a B2B or a custom order. This will allow you to edit the order post creation until it is finalized and approved. A Quote can also be emailed to your customers or printed from within the system.

You can configure the template for quotes from Settings -> Templates -> Quote Template
  • Select the ship-by date. Add a purchase order number if applicable.

  • If any advance is paid, click on Pay in Advance and select the amount and payment method.

  • Click on Create Order, a sale order will be created.

Once an order is created, it can be viewed for processing.

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