---
title: "5.2 Placing Orders"
space: "Vuna Sourcing"
url: "https://docs.navari.co.ke/vuna-sourcing/customer-transactions/52-placing-orders"
updated: "2026-10-28"
---

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.



:::note
Portal ordering is **off** by default. Turn on **Allow Customers to Create Sales Orders** in [Sourcing Settings → Portal Transactions](page:sourcing-settings).
:::

## 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.                                                                        |


## Placing an Order (Customers)

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



![Ordering from the catalogue](/files/customer-new-order.webp)



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



## Rules

- The delivery date can't be in the past.
- A PO number can be used only once per customer.
- An order can have at most 100 lines.
- Every item must be orderable and have a price in your price list.



## After Sending

- 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](/files/customer-sales-orders.webp)