Making a Sale

CloudBridal streamlines the sales process, from item selection to payment processing and order tracking. This guide walks you through creating different types of orders and managing the sales workflow.

Types of Orders

CloudBridal supports three different types of orders:

1. Special Order: For items not in your current inventory that need to be ordered from vendors. This tracks the process from initial order to final pickup.
2. From Inventory: For items you currently have in stock, or for services your store provides.
3. Rental: For items you rent out to customers from your inventory, tracking from rental to return.

Creating an Order

You can create orders in two ways:

1. From the Orders page by clicking New Order
2. From a customer's profile by clicking New Order in the Overview tab

Walk-in Orders

For quick transactions without creating a full customer profile:

1. From the Orders page, click New Order
2. Select Walk-in Customer option
3. A temporary "Walk-in" customer profile is created
4. Complete the order as normal
5. You can convert this to a full customer profile later if needed

Special Order Process

When creating a special order:

1. Select Special Order as the order type
2. Fill out the order details:

• Order Status: Begins as "New"
• Vendor: Select from your vendor list
• Item: Search for an inventory item or enter manually
• Color: Select the desired color
• Size: Enter based on measurements
• Addons: Additional modifications, services, etc. that apply to this order. E.g. Rush shipping fee. See Vendor Addons Docs and Inventory Addons Docs for details on how to configure
• Comments: Add internal notes about the order
• Measurements: Enter customer measurements
• Price Information: System uses inventory prices by default

3. For items with orderable varieties, you can select specific varieties with different price points. See Inventory Item Varieties Docs for more information.
4. Adding Additional Items: Click Add to Order to include more items, services, etc. These follow the same process, as each line item is its own order.

From Inventory Process

For items you have in stock:

1. Select From Inventory as the order type
2. Search for the item by name
3. Select the specific variant (size, color) from your inventory
4. The system will automatically decrease inventory quantity. If the item doesn't have quantities enabled (e.g. services), the quantity is disregarded.

Rental Process

For rental items when renting out of your stock:

1. Select Rental as the order type
2. Fill out standard order information plus:

• Rental Status: Defaults to "Rented"
• Due Date: When the item must be returned
• If rental tracking is enabled for the item type, you'll also see reservation dates

Order Documents

After creating an order, generate order documents for the customer. See Documents & Agreements Setup for more information on how to configure your document templates.

1. You'll be prompted to generate an order document after creating a new order
2. CloudBridal will automatically select a document template for the order based on the current status of the order and how your templates are configured.
3. Preview the document before saving the document
4. Choose how to finalize the document

Signature Options

• Digital Signature (Ultimate Plan): Have the customer sign directly in CloudBridal, via email link, or on a separate device
• Physical Signature: Print the document for physical signature. You can then click the Save button to store a copy of the document within CloudBridal.

E-Signed documents are saved to the customer's profile for future reference.

Payments

See Payments & Processing for more details about how payments are recorded and processed within CloudBridal.

Smart Order Helpers

Plan Requirement: Ultimate

This feature automatically applies add-ons, fees, or discounts based on predefined rules. See the Order Settings documentation for more information.

Post-Sale Actions

After recording a sale, you may have various actions to take in the future. For example:

• For special orders, you will need to process the order through the vendor. You can use the Purchase Orders feature for tracking this process.
• You will need to ensure that the customer's order status is updated as the order progresses. The goal is to eventually move it into the Completed status.
• If the customer has not paid in full, you will need to record any future payments.
• When the customer picks up their item, you may want to generate a pick-up agreement.

This list is not exhaustive, and you will need to determine what actions are needed for your business based on your own workflows.

Updated on: 10/07/2025