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: 



2 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. 

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