Sales Order – User Manual for Creating and Managing Sales Orders

Creating a New Sales Order

The Sales Order feature in EVA allows event administrators to register attendees manually from the backend when self-registration is unavailable or closed.  

This is particularly useful for:

    • On-site registrations at the event venue 

    • Users who missed online registration dates 

    • Registrations requested via email or through support channels 

Through Sales Orders, admins can create new registrations, modify existing ones, add tickets, add-ons, donations, and update order details as required. 

1. Creating a New Sales Order

1.1 Navigate to Sales Order in the Menu section. 




1.2 From the dropdown, select Create New to generate a new sales order. 

A screenshot of a blue box

AI-generated content may be incorrect.

1.3 Go to the Contact Name section and search for the contact: 



If the attendee exists   
2.1 Select the contact record, save it, and continue. 

A screenshot of a contact us

AI-generated content may be incorrect.

2.2 
Click 
Next to proceed. 

2.3 Complete Registration Form 

Once a contact is selected, the standard registration form appears (same as frontend form). 

2.4 Enter all required Registrant Information. 

A screenshot of a computer

AI-generated content may be incorrect.

2.5 Add the required information. 

A screenshot of a computer

AI-generated content may be incorrect.

2.6
 Then select
Next to proceed. 

Select Ticket 

    • Early Bird  

    • Member Ticket 

A screen shot of a ticket

AI-generated content may be incorrect.

2.7 Click Create Sales Order. 


3. If not available  

3.1 Create a New Contact. 


3.2 Complete and Fill Contact Information 

Enter all attendee information and required fields:


4. Account Information Fields 

4.1 Use the following fields to enter and store contact details in the system: 

Account Name 
Mobile 
Search Accounts ... 
Q 
Title 
5 
Other Phone 
Department 
5 
Fax 
Birthdate 
5 
Email 
Reports To 
Assistant 
Search Contacts ... 
Lead Source 
Asst. Phone 
-- None --


NOTE:
 These details may vary depending on the organization.

NOTE: When a Sales Order is created from the backend, add-ons, products, or donation items are not added at the time of initial order creation.

Only the base order is generated first. Further modifications or item additions can be performed later through the Edit Order workflow.

    • Related Articles

    • Add/Cancel Sales Order

      Adding or Cancelling Tickets from a Sales Order 1. Access the Sales Order 1.1 From the main menu, navigate to Sales Order. 1.2 Select the Add/Cancel Order tab. 2. Select the Sales Order 2.1 Choose the required Sales Order from the list. In the Event ...
    • Creating a New Session

      Session A Session represents an individual item in your event itinerary, such as keynotes, lunches, workshops, award nights, etc.  Each session carries its own time, capacity, optional pricing, speakers, sponsors, and visibility rules.   1. Creating ...
    • User Manual – EVA Salesforce Registration

      This User Manual serves as a comprehensive guide for understanding and managing the EVA Salesforce Registration process. It explains how events are created in Salesforce, how registration forms and payments are handled, and how data is synchronized ...
    • Swapping a Session Between Two Attendees

      There are times when one attendee can no longer attend a session, and another attendee needs to take their place. This section explains how to add the session to a second attendee through multiple registrations, cancel it for the original attendee ...
    • How to do Group Registration for an Event.

      Event Registration Site: Click on the Register Button You can login through SSO or as a Guest. If Login through SSO, it will redirect you to the community user login page. On the successful login from SSO, it will redirect back to the Registration ...