You can place an order for a customer from your Orders page or your Customer Details page. Here's how it works.
1. Start from your Customer Details page or your Orders page.
Customer Details page
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Orders page
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2. Find your customer.
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3. Select your warehouse.
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4. Select items and add quantities to the order.
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5. Click Add Items to Order.
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6. You will land on the Order Details page, where you can fill out all of the details, including shipping and payment information.
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7. You can also add more items from the Order Details page.
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8. Click on Hold Order for Later or Pay and Ship Now.
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9. As you receive payment and fulfill the order, you can change fulfillment statuses.
Depending on how you have integrated your systems with PhoneX, you may be able to change Fulfillment statuses from the Order Detail page.
- How to Update Order Statuses if You Keep Your ERP and PhoneX Synced with Spreadsheet Uploads
- How to Update Order Statuses if PhoneX is Your System of Record
- If you integrated with PhoneX via API, your order and payment statuses will be automatically updated.
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