Creating Your First Order
A walkthrough of creating a customer order in Caska — from selecting the customer through adding line items, setting a due date, and moving the order to completion.
This guide walks you through creating an order in Caska from start to fulfillment.
Before you start
You'll need at least one customer and one active product in your account before creating an order. If you haven't set these up yet:
Creating the order
Go to Orders and click New Order
Click Orders in the main navigation, then + New.
Set a due date
Enter when this order needs to be fulfilled. Due dates are used in reports and filtering.
Select a customer
Start typing the name of your customer in the name field and choose from the options presented. Or you can click on the "One-off Order" link to enter a name that is not linked to any existing customer records.
Add Products
Click on the dropdown to select a product, and enter the quantity. Repeat for each product in the order.
Only active products appear in the product dropdown. If a product is missing, check that it's marked active in the Products module.
Add any notes or reference number
Optional — useful for purchase order numbers, delivery instructions, or internal notes.
Save
Click Save Order. Caska assigns the order to the customer record and puts a hold on inventory required to complete the order.
Moving the order through to completion
Mark as complete when fulfilled
When the order is fulfilled, update the status to the completed state. The order moves to the Archive tab and product stock is decremented automatically.
Optional: attach an invoice link
If you're generating invoices in a separate tool, you can attach an external invoice link to the order. The link appears as an icon in the order list for quick access.