How to create customer purchase records?

1. Go to [Order] tab, then click [Add].


2. Please note red＊fields must be filled when you’re creating a purchase record



3. Receipts can be uploaded through [Attachment].



4. [Share Data With] allows you to manage who has access to the purchase record you're creating.




5. Press [Add] to add more products to your purchase record.




6. When you're done, click [ Save] to complete the purchase record.