Cloudy Revenue Inventory Knowledge Base

Order Product Creation Steps

Step 1: Navigate to Order

Open the required Order record.

Navigate to the Order Products related list and click Add Products.

Step 2: Search & Select Product

Search for the required Product, select it, and click Next (or Add) to proceed.

Step 3: Enter Order Product Information

Provide the required details:

• Quantity
• Unit Price
• Line Description

Step 4: Save the Order Product

Click Save to create the Order Product.

Best Practices

• Create Order Products only after the parent Order has been created.
• Select the correct Product and matching Stock Item.
• Verify Sales UOM, Inventory UOM, and Conversion Factor before saving.
• Ensure pricing matches the selected Price Book.
• Allocate inventory as early as possible to avoid fulfillment delays.
• Monitor the Stock Product Status before processing fulfillment.
• Regularly review committed, reserved, fulfilled, and delivered quantities.
• Keep Unit Purchase Price updated for accurate profitability analysis.
• Track returned quantities to maintain inventory accuracy.
• Maintain accurate Order Product records for reporting, fulfillment, auditing, and customer service.