How to Create an Order in Business Hub

You can create and send orders to new or existing customers directly from Business Hub. This workflow lets you build an order with customer details, products, artwork, pricing, and shipping before emailing the order to the customer for approval.

In this article

• Prerequisites
• Why create orders in Business Hub
• Step 1: Open the Orders page
• Step 2: Start a new order
• Step 3: Configure order options
• Step 4: Select the customer
• Step 5: Add products
• Step 6: Configure line items and pricing
• Step 7: Choose shipping
• Step 8: Save and email the order
• Optional: Add a product using the product list
• Optional: Add a product using the Designer
• Optional: Add a divider after a line item
• Best-practice tips
• Troubleshooting
• FAQs
• Additional resources

• You must have the Administrator, Sales Manager, or Sales Team permission to use this feature.

Why create orders in Business Hub

• Process sales in one place: create orders, assign sales ownership, and capture customer PO and ship-by requirements.
• Control production readiness: add products, designs, attachments, and internal notes before the order is approved.
• Set accurate delivery expectations: select a shipping method that matches the recipient address and available carrier options.

Step 1: Open the Orders page

1. Log into your DecoNetwork website.

2. Browse to Business Hub → Orders.

   

   Click the image to enlarge.

Step 2: Start a new order

1. Click on the Add New Order button.

   

   A new order form is loaded.

   

   Click the image to enlarge.

Step 3: Configure order options

1. Use the header section to set key details:

   
   • Job Name: Enter a job name for the order (optional).
   • Sales Team Member: Select the salesperson this quote will be assigned to.
   • Is Priority Order: Tick this checkbox to flag this order as a priority order. Orders flagged as priority quotes will be indicated by the priority icon in the orders list.
   • Requires Art Approval?: tick this checkbox if artwork approval is required for this order.
   • Customer PO: Enter the customer purchase order number, if provided.
   • Ship By Date: Change the date on which production for the order is due to be completed if required. (By default, this is set to 5 days.)

   • Store: Select the store this order belongs to.

     If you do not select a store, the default store will be assigned.

     You can set the default store via Admin > Settings > Production & Order Settings > Quote, Order and Invoice Settings > Business Hub orders - default store.

     If a default store is not set, the primary store will be the default store.

     Only products from the selected store will be available for the order.

   • Contract Price Level: Choose a contract price level to be applied to this order (Premium or Enterprise plans only). See the Contract Price Levels help article for information about how to use contract price levels.

     If you do not select a store, the default store will be assigned. You can set the default store via Admin → Settings → Production & Order Settings → Quote, Order and Invoice Settings → Business Hub orders - default store. If a default store is not set, the primary store will be used as the default.

Step 4: Select the customer

1. In the Customer field, begin typing to find an existing customer by name, email, address phone number, company, or store.

   
2. Select the match, or choose the option to Add New Customer on the fly.

3. If the customer has Important Notes, they’ll appear so you can apply any special instructions.

   

Step 5: Add products

1. Add one or more products to the order using the method that best suits your workflow:

   • Add a new product using the product list
   • Add a free form product
   • Add a previously ordered product
   • Add a product using the Designer

   Click on a link above to see the instructions.

   You can add a divider after a product line item to create a visual separation from the next item. Click here for instructions.

2. For each product added, select a color, specify quantities per size, add designs by clicking on the load in designer icon, select product options (if any), and optionally specify a discount.

   

   Clicking in the Size/Qty field will display a table for you to enter quantities for each size.

   

   The Qty and pre-discount Line Total will be calculated automatically.

   

   If a discount has been specified, the price per unit will be calculated and displayed in the Discounted Unit Price column. The Total column will show the line total with the discount applied.

   

   Clicking on the Discounted Unit Price or the Total column will display the Discount table, allowing you to override the calculated price by adjusting the unit price or the total price.

   

   You can prevent the unit price and/or total price from being overridden by ticking the Lock Total Price and Lock Discounted Unit Price checkboxes.

   When the price has been overridden, the Discount, Discounted Unit Price, and Total Price cells will be highlighted. When the price has been locked, a lock icon will be displayed in the Total cell to indicate this.

   

   You can apply a number of actions to each line item by clicking on the cog at the end of the line item to reveal the Actions menu.

   
   • use purchase order: tick the checkbox if you want a purchase order to be raised for the line item
   • include tax: tick this checkbox if you want tax to be included for this line item.
   • copy line item: click on this menu item to copy the line item
   • delete line: click on this menu item to delete the line item
   • file attachments: click on this menu item to add an attachment to the line item

   • design breakdown: click on this menu item to download the design files uploaded for the line item. The Design Breakdown popup will be displayed, showing a table of designs sorted by decoration type for each decoration area. Click on the Download Source Artwork link to download the desired design.

     
   • move up: click on this menu item to move the line item up one position
   • move down: click on this menu item to move the line item down one position

   • create line item note: click on this menu item to add an internal production note for the line item.

     If the line item is re-ordered, any notes created for the line item will

Step 7: Choose shipping

1. Click on the Shipping row, choose a shipping method from the table, then click on the okay button.

   

   The Shipping table displays all the shipping methods available for shipping to the recipient's address. The price and the expected time for delivery are listed for each shipping method. Package Dimensions will only be shown for live shipping methods. Package dimensions are automatically calculated by the system using the values specified in the configuration page of the products ordered: Products > Manage Product > Edit Product > Shipping & Production.

Step 8: Save and email the order

1. Click on Save & Email Order to save the order and email it to your customer for approval.

   

   You can choose to apply other actions to the order:

   • Save as Draft: If it is incomplete, you can save your order as a draft and update it later.
   • Cancel: Cancel will discard the order if it is no longer required.
   • Save Order: If you do not want to send the order to the customer just yet, just click Save Order. Once saved, you will have the option to send the order to the customer at a later time.

2. Complete the Email form, then click okay.

   Click here for more details on emailing an order to the customer.

Optional: Add a new product using the product list:

1. Click on the Add New Product button.

   

2. Search for and select a product from the Name drop-down list.

   

   The product is added as a line item to your order. Color and size fields are automatically populated with default values.

   You can type in the Name field to filter the product list by product code or product name.

   If you do not know the product code or name, you can use the Product Selector to visually select a product.

Optional: Add a new product using the Designer:

1. Click on the Load Designer button.

   

   The Online Designer will be displayed.

   

2. Select a product from the Products tab in the Designer.

   You can select the product color, specify quantities per size, and add designs using the Designer. Click here for instructions. Or you can do this using the line item fields. See the next step.

Optional: Add a divider after a line item:

1. Click on the Add Divider button.

   

   An empty line will be displayed after the last line item in the order.

   

2. Click within the cell containing the instruction text and enter a title for the new section.

   You can move a divider up or down in the items list by clicking on the cog icon at the end of the divider line and using the move up and move down menu items.

   

   The following is an example of the customer's view of an order containing dividers.

   

   Click the image to enlarge.

Best-practice tips

• Set the store early so you only see products relevant to that store, and pricing behaves as expected.
• Use Customer PO and Job Name consistently to make Orders list filtering and searching easier.
• Lock overridden prices when you intentionally adjust totals, to prevent accidental recalculation.
• Use line item notes and attachments to capture production-critical details before the order is approved.

Troubleshooting

No shipping methods are listed

• Confirm the customer’s shipping address is complete and valid (country/state/postcode).
• Verify shipping methods are configured and available for the recipient location.

I can’t find a product to add

• Confirm the correct Store is selected on the order (only products from that store are available).
• Use the Product Selector if you don’t know the product code/name.

I can’t find the customer

• Use typing in the Customer field to search by name, email, address details, phone, company, or store.
• If needed, add a new customer from the customer field.

FAQs

Can I save an order without emailing it?

Yes. Use Save as Draft to store an incomplete order, or Save Order to save the order without emailing it. You can email it to the customer later.

What are Contract Price Levels?

Contract Price Levels allow you to apply a specific contract pricing tier to an order (Premium or Enterprise plans only). See Contract Price Levels.

What is “Design breakdown” in the line item Actions menu?

Design breakdown opens a popup showing a table of designs sorted by decoration type for each decoration area, with options to download design files (including source artwork where available).

Additional resources

• Edit order
• Order overview
• Manage production for an order
• Add a free form product
• Add a previously ordered product
• Add designs to an order item