How can I send a one-off order to an employee?

• Sending additional equipment to an employee.
• Replacing or upgrading an item.

You can send a one-off order in two ways:

Option 1: Using the "Orders and Returns" Section

1. Navigate to the Firstbase Menu > Orders and Returns.
2. Click on Actions > Place order for person.
3. Select the employee you want to send the order to.
   • You can type their name in the search bar or browse the list.
4. Choose the products you want to send from your organization’s catalog.
   • Adjust the quantity if needed.
5. Review and confirm the recipient’s shipping address.
6. Finally, click Confirm and Place Order.

Option 2: From the Employee’s Profile

1. Navigate to the Firstbase Menu > People and Offices > People Tab.
2. Open the profile of the employee you’re placing the order for.
3. Go to the Logistics Tab.
4. Click on Actions > Place order for person.
5. Follow these steps:
   • Select the products you want to order from your catalog.
   • Review the shipping options for the selected items.
   • Confirm the recipient’s shipping address.
6. Click Confirm and Place Order to complete the process.

Need More Help?

Watch the video here for a quick demo