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You can create an order at any time by clicking the Create Order button. This guide walks you through each step.

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Creating a new order

1

Choose your order type

Select the type of order you’re creating:
  • Gift for standard bouquets and arrangements
  • Funeral for sympathy flowers and tributes
  • Event for orders linked to a wedding or event
  • Corporate for business clients
You can also set the Occasion (Birthday, Anniversary, Sympathy, etc.) and the Order Source (Walk In, Phone, Email, Website, or Other).
2

Select a customer

Search for an existing customer by name, email, or phone number. If they’re new, you can create a customer record on the spot.
Customer search and selection screen
If the recipient is different from the person paying, you can set a separate Recipient with their own name and address.
3

Set the fulfilment details

Choose how the order will be :
  • Delivery for local delivery. Enter or confirm the delivery address, and pick a fulfilment date and time slot.
  • Collection if the customer is picking up. Choose when it should be ready.
  • to send the order to another florist. Select your relay provider (Direct2Florist, Send to a Friend, or manual). When you select Direct2Florist, a destination picker lets you choose which florist will fulfil it — you can toggle to show only BAT-registered florists. A relay service charge is added on top of your product total.
  • Courier to send via a courier service. This requires a courier integration to be set up.
For relay orders, delivery notes and general order notes do not go through to the receiving florist. Any instructions for them must go in the florist notes field — otherwise they won’t see them. Relay orders also stay in Unconfirmed on your dashboard until the receiving florist accepts them — you can’t confirm them yourself.
For Funeral orders, you can also set the funeral date and time so the order gets prioritised on your dashboard. If another funeral order has already been placed for the same day, the funeral director search will show it — complete with the deceased’s name and contact details — so you can link orders together without re-entering anything. You’ll need to set up your funeral directors first — go to Customers, add each funeral director as a contact, and they’ll appear in the search when you create funeral orders.
4

Add products

Search for products from your catalogue by name. Select the (size) you need and set the quantity.
Order form with products added showing prices
You can also add Custom Items for bespoke arrangements or items not in your catalogue. Just enter a name and price.Add a card message if the customer has one, and any internal notes for your team (like “Use pink roses, not red”).
If a product is stock-tracked, the system will warn you if you’re about to oversell it.
5

Review pricing

The order total is calculated automatically:
  • Subtotal is the cost of all products
  • Fulfilment charge is the delivery or courier fee
  • Tax is calculated based on your tax rate settings
  • Total is the final amount
If you have an active promotion, you can apply it here. You can also toggle between Inc VAT and Ex VAT pricing.For corporate or account customers, you can add a Purchase Order Number for their records.
6

Complete the order

When everything looks right, click Complete to submit the order.
Success confirmation after creating an order
The order will appear on your Dashboard ready to be worked on.

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Saving a draft

Not ready to submit yet? Click Create Draft to save the order and come back to it later. You can load your drafts by clicking View Drafts on the order creation screen. Drafts are automatically deleted after 7 days by default, but you can change this in your settings.

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Tips for faster order creation

  • Returning customers will have their address pre-filled, saving you time
  • Custom items are great for one-off requests like “Florist’s Choice” with a set budget
  • If a customer calls for delivery outside your area, the system will suggest converting to a Relay order
  • For Repeat Orders, tick the repeat option during creation to set up an automatic schedule

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Common questions

Yes. Set the fulfilment date to any future date you like. The order will appear on your dashboard when that date arrives.
Yes, but you need to enable this first. Go to Settings > General > Operations and turn on Allow Backdating Orders. This is useful for entering orders that were taken in person but not recorded at the time.
Select to complete the order without taking payment now. For corporate customers who pay monthly, you can put the order on their Account.
Yes. When creating a new order, search for the customer’s name and you’ll see a Re-order option that copies the details from a previous order. This is available for all order types except Funeral orders. For customers who want the same thing on a regular schedule, consider setting up a Repeat Order instead.

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What’s next?

Orders Overview

Learn about order statuses, types, and management.

Order Lifecycle

Follow an order from creation to delivery.

Point of Sale

Take orders at the till for walk-in customers.

Products

Manage your product catalogue and pricing.
Last modified on March 12, 2026