5.2 Placing Orders

Customers can order from your item catalogue on the portal. Each order arrives in ERPNext as a draft Sales Order for your team to confirm.

Setting Up Customers to Order

What	Where	Why
A price list	Default Price List on the Customer, its Customer Group, or Selling Settings	The portal retrieves prices for every order line from the selected price list. Without one, the customer sees We cannot price orders for your account yet.
Item prices	Item Price records for each item and unit customers may order	Items without a valid price cannot be ordered. Customer-specific Item Prices take precedence when available.
Companies	The Accounts table on the Customer, with one row per company	If multiple companies are configured, customers can order only from those listed. This configuration is unnecessary when only one company is used.
Delivery addresses	Customer addresses	Customers select one of their saved addresses as the delivery address for an order.

Open Sales Order → New order.
Browse or search the catalogue. Filter by item group with the chips at the top, and switch between grid and list views.
Click Add on each item and set the quantity with + and −. The cart on the right shows the lines and the total.
Choose Deliver by, the date you need the order.
Choose Deliver to, one of your addresses.
Optionally enter Your reference, your own PO number.
Click Send order.

Ordering from the catalogue

Save for later keeps the order as your own draft. Drafts aren't visible to staff until you send them.

The order appears under Sales Order with its status.
Until staff confirm it, you can withdraw the order. It goes back to your drafts, where you can change it and send it again.
Once staff confirm it, it can no longer be changed or withdrawn. Deliveries and invoices then appear under Delivery Note and Sales Invoice.

Sales orders on the portal