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Online Order Form β€” Processing Orders

Review and convert incoming online orders into Puree quotes, with or without the full editing workflow.

Overview

When a customer submits an order through your online order form, it lands in Online β†’ Orders Received. From there you can review the order details and choose how to process it: either create the Puree order in one click with Quick Create, or open the full order editor to make changes before saving.

The Two Processing Options

Quick Create Order

Quick Create converts the online order into a Puree order in a single click. It automatically applies your default terms and conditions and introduction commentary from the order form's settings, then takes you straight to the order view β€” no editing step required.

Use Quick Create when the order looks correct as submitted and you don't need to make any changes before it goes live in your system.

Quick Create requires a Default Terms & Conditions template to be set. Without one, Puree cannot automatically apply your terms to the order, so the button will not appear. Set this under Online β†’ Order Forms β†’ Settings β†’ Default Terms & Conditions. Each order form has its own default β€” make sure it is configured on every form where you want Quick Create available.

Link Customer and Edit Order

This option links a Puree customer to the order and then opens the full order editor. Use it when you need to adjust prices, add commentary, change delivery details, or apply a specific terms and conditions template before the order is created.

If your order form does not have a default terms and conditions template configured, this is the only option available β€” you'll need to apply terms manually in the editor.

Linking a Customer

You must link the order to a Puree customer before using either processing option. Search for and select the customer on the Orders Received page, then click Quick Create or Link & Edit. If the customer doesn't exist in Puree yet, create them first under Customers, then return to process the order.

Stripe-Paid Orders

If the customer paid by card through Stripe, the order is marked Paid with Stripe on the Orders Received page. When you use Quick Create on a Stripe-paid order, Puree automatically accepts the order β€” no further payment follow-up needed.

See Online Order Form β€” Payment Methods for more on configuring payment methods.

Setting Up Default Terms & Conditions

To enable Quick Create on an order form:

  1. Go to Online β†’ Order Forms and open the form you want to configure
  2. Open Settings
  3. Under Default Terms & Conditions, select the template to apply to orders from this form
  4. Save your settings

Once a default is set, the Quick Create button will appear on all incoming orders from that form. You can also set a default introduction commentary template in the same section β€” this is added automatically to the order when Quick Create is used.

Terms and conditions templates are managed under Settings β†’ Terms & Conditions. See Terms & Conditions for details on creating and managing templates.