In this article you will find the various functions of the 'Create New Order' screen and an explanation of how they are used. Here you will set various information for your order. To return to the 'Dashboard' at any time select the ' Back to Dashboard' button in the top left.
1. Quick Order Slider
The order style slider allows you to select between the 'Standard' order style or the 'Quick' order style, simply click on your preferred order style. You can also set your default order style in preferences.
2. Order Name
The 'Name' box is where you can set a name for your order, a unique name is recommended so that you can easily find your order. This order name can be changed until the order has been submitted using the menu (order) once in the order. PO #'s will be set for each shipment in an order during checkout.
The 'Catalog' drop down is where you will be able to select the catalog you wish to make your order from. This will list all catalogs that your account has access to.
4. Custom Catalog
The 'Custom Catalog' drop down will display any custom catalogs you have created or been shared with. It will display custom catalogs made in the above selected catalog only. This can be used by reps to share custom catalogs of specific items for their dealers to order from, instead of having to filter to find each item.
5. Start Ship Date
The 'Start Ship Date' date selection box is where you can set the ship date of your first shipment tab in your order. Depending on the catalog you have selected available dates will either show available or be greyed out and unavailable if the date is outside of the catalog shipment date range. This start ship date can be changed once in the order for each shipment, until the shipment is submitted.
6. Automatically Create Shipments
Depending on which brand portal you're using, you may see this option. With the 'Automatically Create Shipments' checkbox selected, your new order will automatically be divided into preset shipments based on the availability date of products.
7. Use offline order form
Depending on which brand portal you're using, you may see this option. The 'Use offline order form' box will open a new window where you can select an offline order form provided by the brand. These offline order forms can include customers-specific forms, unique pricing, ship date enforcement, ATP presentation, multiple spreadsheet template options, and thumbnail images.
Keep in mind that once your order is placed, it will become 'locked' and no longer editable. Please contact your Dealer Sales & Service Reps or Sales Reps for any changes that need to be made.