> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/field-sales/orders.md).

# Orders

When a customer wants to place an order over the phone instead of site visit, you can add direct order in the Orders

Click on the **Orders**

<figure><img src="/files/f6kIGHNVEdZNPW3xrzV5" alt="" width="177"><figcaption></figcaption></figure>

![](file:///C:/Users/Sachin/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png)

In My Orders, click on **+Order** to add a new order

<figure><img src="/files/xuYm8vBGh1AwrPJnfUAE" alt="" width="179"><figcaption></figcaption></figure>

On this page add customer, click on **fulfilled by**

<figure><img src="/files/rEWQ2tgAHrr2ArxbIzCx" alt="" width="168"><figcaption></figcaption></figure>

A **list** will appear

<figure><img src="/files/Lhf7gfE0hSU7W4BR4dGL" alt="" width="168"><figcaption></figcaption></figure>

Select the **mode of direct order** from the list.

<figure><img src="/files/t0BkizsUtQKQyNVAEobT" alt="" width="188"><figcaption></figcaption></figure>

As selected the customer & fulfilled by, add the **reason** for the direct order.

<figure><img src="/files/mT3tJyWV5gt39WaOtxbp" alt="" width="173"><figcaption></figcaption></figure>

Add the **reason** and click on **+Product**

<figure><img src="/files/jVSSY1SyeSnpMA4fue7P" alt="" width="176"><figcaption></figcaption></figure>

Add the **product**, and add the offer price if any

<figure><img src="/files/Vk2sulhEVEx1kXI6L6wH" alt="" width="173"><figcaption></figcaption></figure>

The product will be added to the product list

<figure><img src="/files/QrZakaCKFLuI9h2HTiit" alt="" width="176"><figcaption></figcaption></figure>

When an added product is in any scheme it will show in the **Scheme** tab

<figure><img src="/files/aVFzoTiP4spw2B92aMPd" alt="" width="191"><figcaption></figcaption></figure>

Check the applicable schemes

<figure><img src="/files/e6VfasgeAGncNGPNtFz6" alt="" width="190"><figcaption></figcaption></figure>

Apply the scheme

<figure><img src="/files/FhK4WsVPAXmzcTvB7b4B" alt="" width="206"><figcaption></figcaption></figure>

A green label will appear

<figure><img src="/files/aeC92BnjnnY3dO6Bb7cI" alt="" width="200"><figcaption></figcaption></figure>

Click on the view icon to check the scheme details

<figure><img src="/files/HDqVjjEoWZzBLLpy8HJt" alt="" width="224"><figcaption></figcaption></figure>

Check the details of the applied scheme

<figure><img src="/files/QfxVlAxdfWj6GuoNc1jU" alt="" width="224"><figcaption></figcaption></figure>

To delete the applied scheme, click on the delete icon, the applied scheme will be deleted

<figure><img src="/files/SXJt7l0YXsCAmU3tYBkE" alt="" width="225"><figcaption></figcaption></figure>

<figure><img src="/files/0Cs6GGbCJU72lTJdxM9i" alt="" width="221"><figcaption></figcaption></figure>

Once you apply the scheme if any, click on the save button to save the order

<figure><img src="/files/IH8lHRmCo5h8PJLwAFBa" alt="" width="217"><figcaption></figcaption></figure>

The latest order added for a customer will be shown first in my orders list.

<figure><img src="/files/NDG1a9LDQY3pnrXMkwop" alt="" width="215"><figcaption></figcaption></figure>

Click on the View icon to view the order details

<figure><img src="/files/L7NEfj5SSTSelXCkpObs" alt="" width="224"><figcaption></figcaption></figure>

Order details will be shown in the View order

<figure><img src="/files/WFO5A6l2qd9SDqqXIHab" alt="" width="212"><figcaption></figcaption></figure>

If a customer chooses not to add any products, add the reason for canceling the order and click on the Clear button to empty the list

<figure><img src="/files/ypn0Fkbe7At1PFwctSLq" alt="" width="221"><figcaption></figcaption></figure>

Your list will be cleared

<figure><img src="/files/z9oCeX9w80ePN9ZGYOaa" alt="" width="215"><figcaption></figcaption></figure>

Last updated 10 December 2025
