Cloudy Revenue Inventory Knowledge Base

Order Creation Steps

Step 1: Navigate to Orders

Open the Orders tab.

Click New.

Step 2: Enter Order Information

Provide the required details:

• Order Name
• Account
• Legal Entity
• Order Type
• Status
• Price Book
• Quote (Optional)
• Contract (Optional)
• Order Start Date
• Order End Date
• PO Number
• PO Date
• Billing Address
• Shipping Address
• Bill To Contact
• Ship To Contact
• Description

Step 3: Save the Order

Click Save to create the Order.

Step 4: Add Order Products

Open the created Order.

Add one or more Order Products to define the products being sold.

Best Practices

• Create Orders only from approved Quotes whenever possible.
• Verify the Customer Account, Legal Entity, and Price Book before saving.
• Ensure Billing and Shipping information is complete and accurate.
• Add all required Order Products before beginning fulfillment.
• Monitor Order Status throughout the fulfillment lifecycle.
• Verify inventory availability before confirming the Order.
• Keep PO Number and Contract information up to date.
• Review allocation and shipment progress regularly.
• Update the Delivered? status after successful delivery.
• Maintain complete Order records for reporting, auditing, and customer support.