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 Order.
Select a customer
Choose from your existing customer list. The customer's discount (if any) is applied automatically to the order total.
Add line items
Click Add Item, select a product, and enter the quantity. Repeat for each product in the order.
The order total calculates automatically as you add items.
Only active products appear in the product dropdown. If a product is missing, check that it's marked active in the Products module.
Set a due date
Enter when this order needs to be fulfilled. Due dates are used in reports and filtering.
Add any notes or reference number
Optional — useful for purchase order numbers, delivery instructions, or internal notes.
Save
Click Save. Caska assigns a sequential order number automatically (e.g. ORD-0001).
Moving the order through to completion
Update the order status as it progresses
Open the order and update the status to reflect where it is (e.g. Processing, Packed, Shipped).
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.
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