How do I create an order?
Start a new order and choose the customer or record to associate.
Clicking + Create New Order opens a full-page Create New Order form. The form has two panels:
Associate
Link the order to an existing record so customer history, booked services, and prior context follow through. Three mutually-exclusive options:
- Customer or Company: associate with one or more customers or companies
- Active Booking: opens the Select active booking dialog. Use its search field to find an existing booking. If none are available in the selected sublocation, it shows No active bookings found.
- Enquiry: select an existing enquiry from a dropdown to convert it into an order
Select a location
A location/sublocation picker that filters the products and services available to this order.
Orders can also be created from a customer profile via the + Create New Order button in the Orders tab of the profile.
Selecting a location reveals the Products and Services cards underneath. The location selector remains editable while the order is empty. Adding a product locks it and shows Location is locked for this order.
+ Add Product opens a product picker scoped to the chosen sublocation. Selecting a product updates the unsaved form; tracked stock changes when the order is created or saved.
+ Add Service opens the Book Service modal that walks you through selecting the service and date.
Tiquo holds the chosen slot while the order is unsaved, so no one else can book it in the meantime. Saving the order turns the hold into the booking. Removing the service line or leaving the page releases the slot. If the page closes without saving, the hold expires after 15 minutes.
Save as Draft is available as soon as a product or service has been added. Save as Open Tab additionally requires a customer or company association. Proceed to Payment opens the Process Payment dialog covered below.
