In Alcove, orders can be started from multiple places throughout the application, giving you flexibility depending on where you are in your workflow. Below are all the ways you can begin an order.
Option 1: Create an Order from the Orders Tab (Project-Level)
This is the most direct way to create a new order within a project.
Navigate to your Project
Click on the Orders sub-tab in the left-hand navigation
Click the ➕ Plus icon
Select the Vendor for the order
Orders can only be created for one vendor at a time
Click Create
This will generate a new, empty order for the selected vendor, ready for you to add products.
Option 2: Create an Order from the Product Status Page (Bulk / Approved Items)
You can generate an order directly from the Product Status page using approved products.
Important:
The product list must be filtered to a single vendor. The cart icon will remain gray (inactive) until only one vendor is selected.
Steps:
Go to the Product Status page within your project
Filter the list by:
Vendor (required)
Optional filters such as Customer Approval and/or Customer Invoice
Once filtered to a single vendor:
Multi-select the products you want to include
Click the 🛒 Cart icon to generate an order
📌 Note:
If any selected products already belong to a different order, they will be moved into the newly created order.
Option 3: Create or Add to an Order from Individual Products (Product Status Page)
Instead of bulk actions, you can manage orders product by product.
On the Product Status page, locate the product you want to order
Click the Order icon on that product row
Choose to:
Create a new order, or
Add the product to an existing order for that vendor
This is ideal when working with products individually or making quick adjustments.
Option 4: Create or Add to an Order from the Product Detail Page
Orders can also be started directly from within a product.
Open the Product Detail page
Locate the Documents section
This area displays related Quotes, Estimates, Invoices, and Orders
From this section, you can:
Create a new order, or
Add the product to an existing order
This method is useful when reviewing product details and documentation before ordering.
Key Things to Remember
Orders can only include one vendor at a time
Vendor filtering is required when creating orders from the Product Status page
Products can be moved between orders if needed
You can always add products to an existing order later
Note: We will include a default order number that can be used until you receive an order from your vendor. You can edit any of the information in the future, including the order number.