Attaching a Customer (Optional)

1. Click Select customer (optional)….
2. In the panel that opens, search by name, mobile number, or email — the list updates as you type.
3. Click a customer row to attach them to the order. Their name and mobile number now show inline on the form.
4. Click Clear next to the selected customer if you picked the wrong one or want to remove them. A customer is not required to place an order.

Next: Adding Line Items.