How do I assign a group to an order?

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How do I assign a group to an order? - Fri - Feb 20, 2026 - 3:15pm

Callie Stearns

Fri - Feb 20, 2026 - 3:15pm ⚬ 0 Comments Orders

When you create an order from the admin side:

Start a new order as usual in the admin.
In the customer section, use the group/organization selection popup to search for an existing Group/Organization
Select the correct group.

After you save:

The group name will appear beneath the customer name on the order.
The group name is a link—clicking it opens the full Group/Organization record.
The buyer is automatically added as a member of that group if they aren’t already.

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