> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Creating Orders
> Create a sales order, choose the customer account, add products, review pricing and totals, then move the order into payment and fulfillment.
This guide covers standard sales orders and quotes. Customer returns use the
return workflow, not the new-order workflow.
## Start From The Orders List
Go to **Orders** to search existing orders, filter by status,
review payment and fulfillment state, and create new sales orders or quotes.
Use the status tabs when you need a working queue, such as unpaid orders,
unfulfilled orders, ready-to-pack orders, draft orders, or cancelled orders.
## Create The Sales Order
1. Click **Create Sales Order**.
2. Choose **Sales Order** or **Quote**.
3. Search for the customer account by name or email.
4. Select the sales channel when the order should use a specific channel, pricing level, or origin.
5. Click **Create Order**.
**Create from the account when that is faster**
If you are already on the customer account page, start the order from there.
Arcus can preselect the account so order entry begins with the right customer context.
## What The Account Controls
The selected account gives Arcus the customer context for the order. Depending
on account setup, it can influence billing and shipping addresses, payment terms,
sales channel, pricing level, tax exemption, contacts, saved payment methods, and
account communication history.
* **Address defaults**: shipping and billing cards show what is on file and can be changed on the order.
* **Payment terms**: terms help determine due dates and whether the order can move forward.
* **Pricing level**: line-item pricing can come from customer, channel, product, and quantity rules.
* **Tax settings**: exemption and AvaTax behavior depend on account and entity setup.
## Use The Order Detail Page
After the order is created, Arcus opens the order detail page. This is where
the team edits order information, confirms the order, records payment, packs
with Arcus, reviews documents, and watches status move from draft to paid and
fulfilled.
## Add Line Items
1. Open the **Itemized** tab on the order detail page.
2. Click **Add line item**.
3. Search for a product by name, SKU, or part number.
4. Select the product.
5. Enter the quantity.
6. Review the sell rate, pricing rule, and line total.
7. Click **Add**.
## How Pricing And Totals Update
Arcus recalculates the order as lines change. The sell rate can come from
product list price, customer pricing, sales channel pricing, quantity breaks,
coupons, or manual edits allowed by the order state and user permissions.
Tax and totals update from the order lines, shipping, tax configuration,
processing fees, and discounts.
**Line items are locked after some downstream work**
Once fulfillment, posted invoices, or cancellation history exists, some line edits
are blocked. Use the return, refund, cancellation, or adjustment workflows instead
of changing history directly.
## Before Confirming
Review the order before you confirm it. Confirming is the point where the draft
becomes ready for the next operational steps, so missing account details or line
errors should be corrected first.
* **Customer**: confirm the account is active and correct.
* **Addresses**: confirm shipping and billing addresses are present when required.
* **Products**: confirm every line has the correct product, quantity, and price.
* **Tax**: review tax-exempt status and tax calculation warnings.
* **Payment terms**: confirm due date and payment expectations.
* **Shipping method**: set ship, pickup, local delivery, freight, or other required handling.
## What Happens Next
* **Record payment**: use Process Payment or the Payments section for card, ACH, cash, wire, check, or credit workflows supported by your setup.
* **Create or post invoice**: use the invoice section when the order needs an invoice document or accounting posting.
* **Pack with Arcus**: use the packing workflow for picking, packing, shipping labels, serial capture, and package history.
* **Send documents**: print or email order documents when the customer needs a copy.
* **Track history**: use the timeline, documents, GL entries, inventory transactions, and fulfillment tabs to audit what happened later.
## Common Blocks
* **Create Order is unavailable**: confirm the user has order creation permission.
* **Account is missing**: search active customer accounts or create the customer account first.
* **Inactive account warning appears**: reactivate the account or confirm that using an inactive account is allowed for the situation.
* **Product is missing**: confirm the product is active, visible to the current entity, and searchable by the identifier entered.
* **Variant choices appear**: select the full variant combination before adding the item.
* **Pricing looks wrong**: review customer pricing level, sales channel, product pricing rules, quantity breaks, coupons, and manual overrides.
* **Tax warning appears**: review addresses, tax exemption, AvaTax setup, and tax configuration.
* **Confirm Order is blocked**: add line items, complete required addresses, clear account/payment holds, or satisfy approval rules.
## Related Articles
Understand draft, open, paid, fulfilled, cancelled, and voided states.
Use pricing rules, quantities, adjustments, and tax-aware line editing.
Move an order from confirmed to picked, packed, shipped, and invoiced.
Use package suggestions, freight decisions, labels, and tracking.
Create customer and vendor accounts with terms, addresses, and preferences.