Creating Orders
An order in Glacis represents a purchase order, sales order, or transfer order between parties. This page covers the ways to create orders.
Three ways to create an order
Method | Best for |
|---|---|
Manual | Creating a single order with specific details |
Email / Via Workflow Automation | Automatically extracting order data from incoming emails |
How to create an order manually
In the left sidebar, expand your team and click Orders.
Click the + button in the top-right corner.
Choose Individual Order on the creation page.
A form opens with the following fields:
Header fields:
Field | Description |
|---|---|
Order Type | Purchase Order (PO), Sales Order (SO), or Transfer Order (TO) |
Order Number | A unique identifier (e.g., |
Display Name | A human-readable name for the order |
Supplier | The selling company (shown for POs) |
Customer | The buying company (shown for SOs) |
State | The order's current status |
Bill To | Billing address |
Deliver To | Delivery destination |
Order Date | When the order was placed |
Expected Delivery Date | When delivery is expected |
Promised Date | The supplier's committed delivery date |
Incoterm | Trade terms (e.g., FOB Shanghai, CIF Rotterdam) |
Currency | Order currency |
You can also mark an order as:
Urgent — flags the order with a red "Urgent" badge
Recurring — marks it as a blanket/recurring order
Consignment — marks it as a consignment order
Adding order items:
Scroll down to the Order Items section.
Click Add Order Item to add a line item.
For each item, fill in: Product, Quantity, Unit, Unit Price, Discount, and Tax Rate.
Repeat for each line item. Click the X button on any row to remove it.
Click Create Order.
You don't need to fill in every field. At minimum, you need an order type, order number, and at least one line item. You can always edit the order later.
How to create orders from email
This is the most common way orders are created in Glacis — and it's fully automatic.
Forward a purchase order email (with the PO attached as a PDF or in the email body) to your team's Glacis email address (e.g.,
procurement@yourcompany.glacis.com).If your team has a workflow set up with an Email Received trigger, Glacis processes the email automatically.
The AI extracts order details — buyer, seller, items, quantities, dates — and creates the order.
The new order appears in your Orders list.
Creating orders from email requires a published workflow with AI extraction steps. If you don't have one set up, ask your Glacis admin or contact the Glacis team.
When Glacis creates an order from email, it also creates any missing master data (companies, products) automatically. You don't need to add every supplier before you start
What happens after you create an order
Your new order appears in the Orders list under your team. Depending on your workspace setup:
SOPs may be assigned automatically — if a workflow assigns an operating procedure to new orders
Tasks may be created — for follow-ups, approvals, or document requests
Emails may be sent — confirmation emails to suppliers or internal notifications
You can click any order in the list to view its details, edit it, or track its progress.
What's next
Managing Orders — view, edit, and track your orders
Creating Workflows — automate order processing
Orders (concept) — understand how orders work in Glacis
Need help?
If you have questions or run into issues, we're here to help:
Chat with us — use the support widget in the bottom-right corner of Glacis
Email — reach us at support@glacis.com