---
title: Purchase orders
slug: commerce-connect-15/docs/purchase-orders
docTags: 
createdAt: 2026-07-30T20:34:42.000Z
---

:::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 [Orders](docId\:zn9Pkb7e1URJk6XhcLHYU) page.

After a customer checks out and submits payment, the [cart](docId\:Hpju8xYo1vA4gmZFOsL9G) is converted to a purchase order. If needed, manually convert a cart to a purchase order from **Cart Details**, or create a 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.

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

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/JXWXJR1QOugU9T9u6gdAf_da9c6408430f2bf67f1418e16fc4f2ecc411db497a4aff43f33c1cd2d649dcd4-image.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, 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.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/nBNqi_WpKrmCUclguCLsp_1d5dfc53be552508073e50502f829a55527ad8f508a634ca08a6fa96c03c2de8-image.png)

## Create a purchase order

Create an order when, for example, a customer calls on the phone and orders some items.

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

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/bW-b87nfLIjX6gkwPfTVy_964779c23167ad7ffc7a69e50fcdac8ba7f4c6a61fb6e741faab767505a44400-image.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.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/OjxNnu72iJb9ygYE7R6CU_5ddcc77bf3600522f9837d047e5f4380ecddb69b9888e1e848c388cfbd7c2567-image.png)

:::Paragraph{listStyleType="disc" indent="2"}
To enter a customer, click **New Customer**. The **Create Contact** dialog displays.
:::

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/rZ5WLLNOkoQR78_WdoAsR_ca4c6e69e02596726c1c242463324af3792c72a591877db0a0b0386ff09aa9db-image.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**. To add a separate shipping address to this order, see *Add a shipping address to an order* in this article.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/jPKL8_ynIeBpraMdCWkac_8303dbec210ffe2d506bed27298f2552596af5a3457817801e07485414fae4bd-image.png)

7. Click **Add line items**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/7uWY3iPtXnSY_M_bN5nV5_f1542ba45192f23ece4b8fccc2a3922f4f76e7de1d38b612beddf65ffa17379d-image.png)

:::Paragraph{listStyleType="disc" indent="2"}
In the **Product Variant** field, enter a search phrase of three or more characters. For example, the entire SKU (*SKU-40707827*) or all or part of the item name (*dress*). Select the line item you want to add. Click **More Details** next to a line item to view the respective product page on your ecommerce website.
:::

:::Paragraph{listStyleType="disc" indent="2"}
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**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/vhJXY4ZkvGm7SHRJXOkcC_8f672c7d64023986787e31d1b47adcdbe5eeaab9a0bb5cf0a2adcd68b2fd5021-image.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.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/GGHMJorW1Kmf9HIIWXKDb_d8e0abf38bcf24d68a7a477ae06a4651c39d39511e75f34579664380c879a133-image.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, or inventory is not available. 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, delete one or more orders 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, continue selecting orders on each page.
2. Click **Delete**.
3. Click **Delete Order** to confirm that you want to delete the selected orders.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/pxLOjDJr9hvy7FN0ac0bp_ed8e498361538f5c09f96d2dceae3db7b03ecf50a920b9d6a064f025d366d532-image.png)

## Repeat an order

Repeat past orders by basing the new order on the information available in a previous order. Go to **Order Management** > **Order Details** and click **Reorder**. A 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 a coupon code, the 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.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/hLZ_Z4IacNVNOJKNFyuro_8ce7029c51cbab50d0fa24dd0869964515649757aebb009bda684d4d3aa6531b-image.png)

- Change the shipment status to **Packing** by clicking **Add to Picklist**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Rds6SYYYlJZs_4LZX2tL0_95a3f0933af496288e79bcd9e22bfb7712331a8e2b3d4bb57dec843c4b9ab770-image.png)

- When the shipment is shipped, change the shipment status to **Shipped** by clicking **Complete**.

## Add a shipping address to an order

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

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**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ZcUI85y1sIaYM653TIeUB_241207566ae53ff131e260867264b5224efab3752b61860bbcb447a6984bfc00-image.png)

5. Enter the address information.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/MAyVvhrcynr2-QWFRpWwT_09eedb5c14a634493c3a8516a8f96a1ae97947258110dd57299622fe0e40c1e1-image.png)

6. To add the shipping address to the customer's address book for future orders, select the **Add to customer's address book** checkbox.
7. Click **Save** > **Close**.

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