The recommended workflow for Standard Orders is to build your entire order at the color level, then to add individual quantities at the size level. To learn how to add styles and quantities at the same time, check out the 'Build a Quick Order (Replenishment/ASAP)' solution or get an overview on the 'Create an Order' page.
Go to the drop-down at the top of the main page 'Start Working' and select 'Place an Order':
From this page, you have two ordering options: Standard (used for Pre-Season) and Quick (used for Replenishment.)
In general, Standard is used for Pre-Season orders, and may also be used for the following:
- View a catalog
- Build an Order
- Create multiple shipments
- Create whiteboards
- Enter quantities
- Review orders
- Submit orders
Quick is used for Replenishment orders, and may also be used for the following:
- Search for product
- Enter quantities
- Create multiple shipments
- Reviews orders
- Submit orders
Select Standard, name your order, select the catalog you'll be ordering from, and assign it a ship date. Click 'Create':
The Build Order Page
Next, you will come the Build Order page, where you will build your order:
Select your Styles and Colors
Build your order at the color level: select the styles and colors you wish to include by dragging them from the Catalog Grid and dropping them into the Assortment. Utilize the Filters to choose from certain catalogs or product lines (see below for more information about Filters.)
Select a date for your Shipment
The date in the top-left corner of cart is your requested ship date. Depending on the availability of the products you're selecting, you may need to change this date before submitting your order or select certain items in a different shipment.
Create a 2nd shipment
You can create multiple shipments by clicking on thebutton. This will create a separate shipment / PO that you can set to ship on a different day, or to a different location. You can toggle between different shipments by clicking on the tabs at the top of the page.
Duplicating and Renaming your Shipment
You can duplicate your order to ship on another date, or to another location (if available,) by selecting the shipment tab you want to duplicate, and then by clicking it again. This is a powerful tool that can be used to create many smaller shipments within one order or copy your order for future use (and save as a template.) Click HERE to learn how to easily copy your order and submit it to several different locations as at the same time.
This will open up a menu with 'Rename' / 'Duplicate' / 'Delete'.
Duplicating the shipment will create a new shipment called "YourShipmentName (Copy)".
You can rename the shipment by clicking on 'Rename' and keying in the desired name.
Once you have built your order at the color level, you're ready to add quantities and check out. There are two ways to select quantities: click 'Enter Quantities' along the top navigation, or click the 'Cart' button in the top-right corner of the page.
Click on the 'Enter Quantities' button in the top navigation:
This will take you to a vertical list of all of the colors in each of your shipments. Click on the different shipment tabs to toggle between each shipment. You can also easily copy a size run throughout your order by using 'Copy' and 'Paste'. Simply click on 'Copy' to copy the quantities of a color, and then paste them to the color below.
In the Build Order page, filters will be located in the bottom right corner of the page. There are several ways to filter products, using both General and Tag filters:
Tag filters are used to describe fabric technologies, or category lines:
Another set of filters can be accessed on the View Catalog page: select the Filter icon in the bottom left corner of the page, and a set of filters will appear on the left side of the screen:
You can filter for products in several different ways, (which will be unique for every brand.) For example:
- Using the 'Search Products' field (product name, style number, SKU, color code, etc.)
- Date Available
- Active or Dropped
You will not be able to order more units than are available on a given request date. Each size has a colored tab with the current availability displayed. 99+ means there are 99 or more currently available. Inventory is updated immediately when a product is ordered.
Red - There are no units available on your current request date
Yellow - There are between twenty and one units available on your current request date.
Green - There are more than 20 units available on your current request date (green is sometimes used to indicate unlimited availability in pre-book catalogs.)
Check for Future Availability
This is done by hovering over a product. Your selected date (or today's date) will appear as well as any other dates where more products will be available to sell.
In the above example, you'll notice there is no SMALL size available for this particular Style/Color on the selected date (12/1/16). However, by looking at future availability, you can see that on 1/15/17, 8 SMALL sizes will be available. You can add the SMALL size by clicking on the 'Start Ship Date' dropdown at the top of the page and changing the request date to 1/15/17 or later. After this is done, you will be able to add quantities for the SMALL size in the quantities page (see below.)
Once you have everything you'd like to order in your cart, click the CART button in the top right corner:
For more information about the Cart page, please click HERE.
Overview and Summary
While in your Cart, you'll see 'Overview' and 'Summary' in the top right corner of the page.
The Overview page can be used to view the styles, colors, and quantities you're ordering across each shipment. You can make edits to your order by clicking on the pencil icon either next to a particular item, or next to a location tab at the top of the page.
The Summary page can be used to gather data and statistics for the items on each order: the colors, genders, team descriptions, technologies, and order totals.
When your order is ready to be placed, click on the 'Proceed to Checkout' button in the bottom right corner of the screen. If your order is eligible for discounts, the 'Apply Discounts' modal will be available here.
On the checkout page, you'll see a place to add your Shipping Preferences:
**Note that each shipment must have a valid shipping address and a unique PO number before your order can be placed.
When ready, click the 'Place Your Order' button in the bottom-right. If your order is complete (i.e. all required fields are filled out,) this will bring up a confirmation window.
Both the sales rep and the buyer will receive a confirmation email when an order has been placed through Elastic.
Keep in mind that once your order is placed, it will become 'locked' and is no longer editable. Please contact your Dealer Sales & Service Reps or Sales Reps for any changes that need to be made.