In this article, you will learn the overall flow for creating a new order in Elastic Suite. Elastic Suite offers two different order modes; the Standard Order and the Quick Order. For more details on placing an order in Standard Order mode you can click HERE and HERE. For Quick Order mode go HERE. To return to the Explore page at any time, select the brand logo on the top of the screen.
1. Shop Now
Select 'Shop Now' from the Explore page or 'Create an Order' from the Orders Widget.
2. Catalog
The Catalog page is where you will be able to select the catalog you wish to make your order from. This will list all catalogs your account has access to. If there are multiple brands under the same Elastic Suite instance, you can also select a specific brand here.
3. Order Name
Every order has a default name, but a unique name is recommended for making identifying orders easier. The orders can be named by clicking Menu - Save As. This order name can be changed until the order has been submitted. PO #'s will be set for each shipment during the checkout.
4. Collections
The 'Collection' drop-down will display any Collections you have created or have been shared to you. Collections can be used as a filter within the Catalog they were created from. For example, if the collection is created from the Fall catalog, the user would not be able to filter this Collection if they selected to shop from the Spring catalog. This can be used by reps to share Collections of specific items for their dealers, instead of the dealer 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 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 'Offline Order Form' selection will open a new window where you can select an offline order form provided by the brand. These offline order forms can include customer-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.