--- title: Creating an order description: The create button opens a form for the order type you are viewing and saves it as a new record. lastUpdated: 2026-09-30 order: 20 --- ## What it does The create button above each list opens the new-order form for the type of list you are on. The quotes tab starts a quote, and the purchase orders tab starts a purchase order. Saving the form writes the record and takes you to it. The form arrives part-filled. Payment terms start at Due on receipt. The order is given a team to belong to. Lucrii looks for a team you manage, then for any team you belong to, and falls back to the organisation's first team. A purchase order with stock lines is given your organisation's default location to receive into. ## Before you start On the free plan, your organisation can have 3 active quotes, 3 active sales orders and 3 active purchase orders. An order counts as active until it reaches the end of its life. Winning or losing a quote takes it off the count, and so does closing or cancelling a sales order or a purchase order. Finishing old work makes room for new. You can add 2 more past this limit as a buffer. After that, the create button turns off, with a tooltip that says to upgrade your plan to continue. A banner above the list warns you as you get close. The Early Access plan does not limit any of the three. An organisation with no teams leaves the team field empty when you create an order. ## How to use it 1. Select the create button on the list for the type you want. 2. Choose the customer, or the vendor on a purchase order, in the card on the right. 3. Add the lines you are pricing or ordering. 4. Set the terms, the discount and the dates you need on the left. 5. Select Create. If the customer is not a contact yet, type their name and select Create new customer, or Create new vendor on a purchase order. A short contact form opens over the order with the name filled in as an organisation. For a customer, switch Contact Type to Person for an individual. A vendor is always an organisation. Email, Phone, Default Currency and Billing Address are optional. The billing address starts on your organisation's country and is used for shipping as well. Select Create to save the contact and choose it for the order. Cancel closes the form and leaves what you typed in the search. Choosing a contact whose own default currency differs from your organisation's switches the order to that currency and fetches a rate for it. On a customer-facing order the contact's address is copied into the ship-to, unless you have typed one yourself. ## Troubleshooting If the list of teams cannot be read, a notice above the team field says so. ## Related - [Quotes, sales orders and purchase orders](/docs/orders/overview.md): Quotes, sales orders and purchase orders each have a tabbed list with its own figures and status views. - [Line items](/docs/orders/line-items.md): The line items table prices an order row by row from your items and variants. - [Order details, owner and watchers](/docs/orders/details.md): Currency, terms, dates, discount, owner, watchers and tags on an order. ## Changes - [Guided quests and help for every feature](/changelog/2026-09-30-guided-quests-and-product-help) - 2026-09-30