---
title: Purchase orders
slug: commerce-connect-14/docs/purchase-orders
docTags: 
createdAt: 2026-07-20T15:44:33.434Z
---

:::hint{type="info"}
**Note**

In roadmap communications, Order Management is referred to as the CSR Portal.
:::

This topic describes how to work with purchase orders on the [Order Management](docId\:ZyNs7xLEQoNkt3EuOkBI3) page.

After a customer checks out and submits payment, the [cart](docId\:owgM0upScT1_Wn8JLsk4d) is converted to a purchase order. If needed, you can manually convert a cart to a purchase order from **Cart Details**. You can also create a new purchase order.

While the purchase order's status is **In Progress**, you can edit its information (shipping address or method, line items, discounts, and so on) on the **Form Details** tab.

You can add *notes* associated with an order on the **Notes** tab, where you can access details like description and note creator.

## Filter orders

You can filter orders by **No.** (order number), **Created Date**, **Name**, **Market**, **Customer Name**, **Customer Email** or **Status**.

### Filter by order number, name, or email

You can search for orders by customer name (partial match) or email address (exact match; searching for *@example.com* will not work). Begin entering the customer's first name or exact email address and results dynamically update as you refine your search.

![Commerce-orders-filter-1.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Zi71VSO9MhpVTDrGcIzjs-20260720-150052.png)

Use **%** to search for any consecutive string of letters or numbers. The following example shows that *%tay* filters users to *Mercy Taylor* and *Taylor Hayes*.

![Commerce-orders-filter-2.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/8oWLnEhIQ0rki50X3Aeeb-20260720-150052.png)

If an order is anonymous with no name attached and you do not have the order number, you can search these orders by Customer Name or Customer Email Address.

### Filter by Created Date

You can also filter results on the **Order Management** page by using the **Created On** filter. Pick a **Start Date** and **End Date**, or select one of the preset options. Click **Apply** to see the results with your filter.

![CreatedOnFilter\_OrderManagement.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/DFkF-bINf5zEe_ztBPUIj-20260720-150052.png)

### Status

You can filter by order status, shown in the following image.

![Status-filter.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/zGAfS_mguAvG75ifyN0X7-20260720-150052.png)

### Market

:::hint{type="info"}
**Note**

You can filter by selecting one or more markets, shown in the following image.

![Market-filter.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/BMJDEGFhhlvp5qG8DHz_--20260720-150052.png)
:::

## Convert a cart to a purchase order

Typically, a shopping cart is converted to a purchase order when a customer proceeds to checkout and finalizes the purchase. However, you may need to manually complete a purchase by converting a shopping cart into an order for further processing. For example, you may want to record manual payments towards outstanding balances, such as telephone payments.

Click **Convert to Purchase Order** on the **Cart Details** page to convert a cart to a purchase order.

![Convert-to-PO.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/2zIkTWJGVYx3m8Vcif3KW-20260720-150052.png)

## Create an order

You can create an order when, for example, a customer calls on the phone and orders some items. To create a new purchase order in Optimizely Commerce Connect, do the following:

1. From the **Order Management** page, click **Orders** > **Create New Order**.

   ![Create-new-order.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/lxQYk9wvFkpS5H4tgPUEC-20260720-150052.png)
2. Select the **Market**.
3. Enter the customer's name or click **New Customer**.
   - To find an *existing* customer, enter any part of the customer name or email address. A list of matching customer names displays. Select the customer.

     ![Create-new-order-form.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ARMgcJqQLS9k6JeAZVM9a-20260720-150052.png)
   - To enter a *new* customer, click **New Customer**. The **Create Contact** dialog displays.

     ![Create-contact-1.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/t8QnANc4VaYqNk_4m4zOO-20260720-150053.png)
4. Click **Create New Order**.
5. Click the options menu (**...**) to the right of shipment 1 and select **Edit**.
6. Enter the order's shipping address and shipping method and click **Save**.

   ![edit-shipment.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/KJrhbSNeEX7FxNHU4PMsL-20260720-150052.png)

   :::hint{type="info"}
   **Tip**

   If you want to add a separate shipping address to this order, see [Add a shipping address to an order](docId\:BT8D0vmuDdKGFiI8bKUHu).
   :::
7. Click **Add line items**.

   ![add-line-item.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/7pHQbu6SeQow5hNo4RJC9-20260720-150053.png)

   - In the **Product Variant** field, enter a search phrase of three or more characters. Examples:
     - The entire SKU, for example, *SKU-40707827*.
     - All or part of the item name or description, for example, *dress*. Search results displays. Select the line item you want to add. Click **More Details** next to a line item to view the respective product page on your e-commerce website (which opens in a new tab).
   - Enter a **Quantity** and **Placed Price**. The default placed price displays, and you can change it.
8. Click **Add Line Item**.
9. After adding at least one item, click **Create Order**.

   ![prepare-order.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/SEpe5tuqIm8sTeWXaznfv-20260720-150052.png)

Although the order is created, it must be paid before it can be released.

## Add a payment method

1. From the **Order Management** page, click **Orders**.
2. Select the order you want to edit.
3. Open the **Form Details** tab, scroll to the bottom of the form and click **Add Payment**.
4. Select the appropriate payment method from the list of payment methods available for your site. Available payment methods are site-specific.

   ![Add-payment-form.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/k9eSjme5uHdfNeFgGIu0K-20260720-150052.png)
5. Click **Save**.

## Place an order on hold

When a shopping cart is converted to a purchase order, its status is set to **In Progress**. You may need to place the order on hold for several reasons, such as the retailer needs to verify the order, a suspicious order needs attention, inventory is not available, and so on. Go to **Order Management** > **Order Details** and click **Hold**. While an order is on hold, it cannot be released for shipment nor can it be canceled. Click **Release OnHold** to release the order.

## Cancel an order

To cancel an **In Progress** purchase order, go to **Order Management** > **Order Details** and click **Cancel Order**. The order and shipment statuses change to **Canceled**.

## Delete an order

If needed, you can delete one or more carts on the **Order Management** page.

:::hint{type="danger"}
**Warning**

Deleting an order removes its record from the system.
:::

1. Select the checkbox for the order to delete. If you have multiple pages, you can continue selecting orders on each page.
2. Click **Delete**.
3. Click **Delete Order** to confirm that you wish to delete the selected orders.

![delete-order.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/nn9J9FSIAttQPYKAUjD1m-20260720-150052.png)

## Repeat an order

You can repeat past orders basing the new order on the information available in a previous order.

Go to **Order Management** > **Order Details** and click **Reorder**. A new draft order is created with the same address, shipping method, and line item information. Update the information if needed and click **Create Order**.

- If items are not available anymore, you are notified in the order summary.
- If the base order has coupon code, the new draft order also applies the coupon discount. (Ensure that the coupon has not expired.)

## Adjust an order's shipment status

- Order is paid in full or pre-ordered (if supported)
  - If the quantity of any item in an order exceeds the available **Instock Quantity**, its shipment status is set to **Awaiting Inventory**.
  - If the quantity of items in an order is less than the available **Instock Quantity**, its shipment status is set to **Inventory Assigned**.
- Order is paid and ready for shipping
  - Click the **Form Details** tab and select **Release** from the option menu (...), then confirm it.

    ![Release-order.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/TWKTfoZRPlJMBimPl3ipC-20260720-150052.png)
  - Change the shipment status to **Packing** by clicking **Add to Picklist**.

    ![Add-to-picklist.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/KtfTo9ziedFHhte4Fw5F2-20260720-150052.png)
- When the shipment is shipped, change the shipment status to **Shipped** by clicking **Complete**.

## Add a new shipping address to an order

To add a new shipping address to an order without editing an existing address or adding a new address to the customer's address book, do the following:

1. From the **Order Management** page, click **Orders** and select an order. The **Order Details** page displays.
2. Open the **Form Details** tab.
3. Click the context menu to the right of shipment 1 and click **Edit**.
4. Click **Add Address**.

   ![Add-address.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/xpgYALjtO8Nq3bMw98l0s-20260720-150053.png)
5. Enter the address information.

   ![Add-address-form.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/7fKeX0aPhEY4Hw_e1E6Nm-20260720-150053.png)
6. If you want to add the new shipping address to the customer's address book to use it for further orders, select the **Add to customer's address book** check box.
7. Click **Save** > **Close**.

:::hint{type="info"}
**Tip**

Changing the customer address does not affect the order's shipping address.
:::