Create an Order

Create New Order
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 va...
Wed, 7 Aug, 2019 at 4:59 PM
View Catalog Screen (Order)
This page works well as a presentation tool for showing the line to the buyer. The user can quickly add products to the cart at both the style and c...
Thu, 8 Aug, 2019 at 1:58 PM
Standard Order Build Screen
The Build Order page is where you can select styles and colors for an assortment. An assortment can be used to start an Order, Order Proposa...
Thu, 8 Aug, 2019 at 1:58 PM
Quick Order Build Screen
Once in the Quick Order path, you will be brought to a single-step Order Builder page. Here, you will not see a top navigation like you would in the Stan...
Thu, 8 Aug, 2019 at 1:58 PM
Enter Quantities Screen
Enter Quantities 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 quantit...
Thu, 8 Aug, 2019 at 1:58 PM
Overview / Summary Screen
The Overview/Summary screen is the first page you will be brought to after selecting to go to your cart. This screen can be used to get a full look at your ...
Thu, 8 Aug, 2019 at 1:58 PM
Checkout Screen
Checkout The final screen you will be brought to when creating an order before submitting is the 'Checkout' screen. On this screen you will...
Thu, 8 Aug, 2019 at 1:59 PM
Sharing
Order sharing is a great way to collaborate with Reps. It is also a great way for Reps to share suggested buys with their accounts, and for buyers to adjust...
Mon, 10 Feb, 2020 at 11:06 AM
Menu (Order)
You can save your order, create a new order, export your order PDFs, (and much more,) from the MENU in the top-right corner of the order builder: Clickin...
Thu, 8 Aug, 2019 at 1:59 PM
Drag & Drop Products/Quantities
On the Standard - Build Order screen and the Checkout Overview screen you can easily drag and drop items between shipments, to quickly move or separate your...
Thu, 8 Aug, 2019 at 1:59 PM