Introduction
This guide explains how the order matching process works in TRAEDE when creating new orders. You’ll learn how products added from different drops are automatically split into separate orders based on their stock location. This article is useful for both agents and admins who are managing B2B orders.
Video guide
Start a new order
Go to Sales and click New order.
Select a customer from the list.
Click Start new order to continue.
Understand the order overview
In the order overview you will see:
Actions panel (right side): Approve the order, send order confirmation, save as selection, delete draft, export order sheet, or access more actions.
Customer details: View all customer information.
Summary: Shows quantities, discounts, handling fees, and shipping costs.
Custom fields: Add required delivery date, estimated delivery date, confirmation date, and more.
Documents: View available document templates.
Inventory: See which drops the products are on.
Add products to the order
Click the Products tab.
Use filters to find the right product or just click the product cart.
A tab will appear showing all the drops the product is on.
If you want to add the product across all available drops:
Choose All drops
Enter the quantity for each drop
Repeat the process to add more products.
Click Set quantities and return to overview.
Click Save now to finalize product selection.
Finalize the order
Once products are added:
View the product breakdown by drop
Adjust unit prices or apply discounts as needed
Click Approve order to finalize the order
View the split orders
After approval, TRAEDE automatically splits the order based on drop location.
Go to Sales > B2B orders.
You’ll now see separate orders created for each drop.
For example:
One order for products on stock
One for preorders
One for future delivery