In addition to the orders created in the checkout by your website visitors, administrators can create orders within the management platform.
The following article describes how to create orders in the Arlo platform, and explains the different processes to follow when creating orders this way.
This process describes how to create a single course registration with an order from a course.
- Create a new registration on a course, ensuring the Create order option is selected.

- You will be directed to the order screen to confirm the order details.
Confirm the order contact details
The order contact receives all order communication, such as the order confirmation, order approval, tax invoice, and any order cancellation and order change emails.
- By default, the course registrant will be entered as the order contact. If this not correct, start to enter the name of the contact to search existing contacts within the system and select the contact from the drop-down. If no matches are found, click New Contact.

- For the Bill to, select:
- Private Purchase if the order should be billed to the Order contact.
- An Organisation if the order should be billed to an organisation.

- (Optional) Add a Reference, such as a purchase order number, as required. The reference is included in the tax invoice and any order confirmation/approval emails.

- Enter the Billing Address for the order, and change any additional information such as the payment due date as desired.

- Select the expected Payment method for the order.

Amend the tax rate (optional)
Unless the course has been setup as tax free, the platform's default tax rate will be used for any order items.
If you need to change the tax rate against the order line.
- Press the notepad icon.
- Select the required Tax rate from the drop-down.

- Press OK.
Add additional attendees (optional)
If the course has optional sessions or extras, you will not be able to add additional attendees to a single order using the management platform. You should submit this order using the website checkout, so the optional sessions or extras can be selected for all attendees.
- Click Add another attendee to add another registrant to the same course.

- Start typing the name of the registrant to search existing contacts within the system. Select the name from the drop-down if it appears.
- If no matches are found, click New Contact and create a new contact.
- Repeat as required.
Add additional courses and custom order lines (optional)
- To add another course or custom lines to the order, press Add Item or Add Custom Line...

- If adding a custom line, add the description and amount.
- If adding a course, select the course template from the list.

- Select the required course instance to add to the order, then press Select Item.

- Add the registrants' details into the new item.

- Repeat these steps for additional courses and custom lines as required.
Add discounts to an order (optional)
- To apply all available discounts, that either the registrations or the order meet the criteria for, press Apply Available Discounts.

- To apply an order level discount manually, press Apply Order Discount.

- To apply a discount to a specific registration, go to the registration and click Apply Registration Discount.

Save and create the order
- Review the order to ensure there are no other details that need changing, then press Save.
- Confirm which processes (approvals, emails etc) you would like to happen once the order is saved.

- If you need to process a payment for the order (e.g. using credit card) in Arlo, learn how to add payments to orders.
This process describes how to create an order for an existing registration.
This process is not supported for registrations with optional sessions or extras, or those on elearning modules. If you need to process an order for an existing registration that includes optional sessions or extras, or one that is on an elearning module, you will need to cancel the existing registration and create an order following the process above.
- Open the Orders menu item.

- Press New order.

Confirm the order contact details
The order contact receives all order communication such as the order confirmation, order approval, tax invoice, and any order cancellation and order change emails.
- Start to enter the name of the contact to search existing contacts within the system and select the contact from the drop-down. If no matches are found, click New Contact.

- For the Bill to, select:
- Private Purchase if the order should be billed to the Order contact.
- An Organisation if the order should be billed to an organisation.

- (Optional) Add a Reference, such as a purchase order number, as required. The reference is included in the tax invoice and any order confirmation/approval emails.

- Enter the Billing Address for the order, and change any additional information such as the payment due date as desired.

- Select the expected Payment method for the order.

Add the course
- Press Add Item.

- Start typing the course template name, then select the appropriate template from the list.

- If required, tick Show completed items and items currently in progress.

- Select the course instance with the registration(s) you need to create the order for, and press Select Item.

- Click Use existing course registrant...

- Select the registrations you would like to add to the order, and press Add Registrants.

Amend the tax rate (optional)
Unless the course has been setup as tax free, the platform's default tax rate will be used for any order items. If you need to change the tax rate against the order line.
- Press the notepad icon.
- Select the required Tax rate from the drop-down.

- Press OK.
Add additional attendees (optional)
If the course has optional sessions or extras, you will not be able to add additional attendees to a single order using the management platform. You should submit this order using the website checkout, so the optional sessions or extras can be selected for all attendees.
- Click Add another attendee to add another registrant to the same course.

- Start typing the name of the registrant to search existing contacts within the system. Select the name from the drop-down if it appears.
- If no matches are found, click New Contact and create a new contact.
- Repeat as required.
Add additional courses and custom order lines (optional)
- To add another course or custom lines to the order press Add Item or Add Custom Line.

- If adding a custom line add the description and amount.
- If adding a course, select the course template from the list.

- Select the required course instance to add to the order, then press Select Item.

- Add the registrants' details into the new item.

- Repeat these steps as required.
Add discounts to an order (optional)
- To apply all available discounts, that either the registrations or the order meet the criteria for, press Apply Available Discounts.

- To apply an order level discount manually, press Apply Order Discount.

- To apply a discount to a specific registration, go to the registration and click Apply Registration Discount.

Save and create the order
- Review the order to ensure there are no other details that need changing, then press Save.
- Confirm which processes (approvals, emails etc) you would like to happen once the order is saved.

- If you need to process a payment for the order (e.g. using credit card) in Arlo, learn how to add payments to orders.
This process describes how to create an custom order, i.e. an order that is not linked to any registrations.
- Open the Orders menu item.

- Press New order.

- You will be directed to the order screen to confirm the order details.
Confirm the order contact details
The order contact receives all order communication such as the order confirmation, order approval, tax invoice, and any order cancellation and order change emails.
- Start to enter the name of the contact to search existing contacts within the system and select the contact from the drop-down. If no matches are found, click New Contact.

- For the Bill to, select:
- Private Purchase if the order should be billed to the Order contact.
- An Organisation if the order should be billed to an organisation.

- (Optional) Add a Reference, such as a purchase order number, as required. The reference is included in the tax invoice and any order confirmation/approval emails.

- Enter the Billing Address for the order, and change any additional information such as the payment due date as desired.

- Select the expected Payment method for the order.

Add custom order lines
- To add custom lines to the order press Add Custom Line.

- Add the description and amount of the custom line.
- Custom lines use the platform's default tax rate. To edit the tax rate on the custom line, press the notepad icon and select the required tax rate from the drop-down.
- Repeat these steps as required for additional lines.
Save and create the order
- Review the order to ensure there are no other details that need changing, then press Save.
- Confirm which processes (approvals, emails etc) you would like to happen once the order is saved.

- If you need to process a payment for the order (e.g. using credit card) in Arlo, learn how to add payments to orders.