Orders Widget

All of your saved and submitted Orders can be viewed and opened within the Orders Widget. From the Dashboard, your five most recent orders display within the widget and can be opened in one click.


Click 'View All' to be taken to the Orders page. You will see for each order the Elastic Order #, Elastic Order Name, Catalog, PO number, State: draft, review, or final submission, Total Amount, Quantity, Last Saved Date, and if submitted by whom.



In this screen, you can also select Actions for your orders. Allow you to Open With (rep only), Rename, Download Order (as PDF), Download Product Assets, Share with Dealer (rep only), and Delete Order.




Open With (only available to reps) - Creates a copy of the order for a different customer. Can be used to make copies of submitted orders


Rename - Change the name of a draft order.


Download Order (as PDF) - Opens the order PDF module to select options to create a PDF of your order.



Download Product Assets - Open the product assets module allows you to download; Detail Images, Large Images, Icon Images, Alternate Images, Catalog Assets, Category Assets, Technology Assets, Videos, Feature Data, and Product data. That is provided for your order.


Share with Dealer (only available to reps) - Allows a rep to share a draft order with the customer the order was created for. Will send them an email and then show available in the dealers order widget.


Delete Order - Allows the user to delete a draft order in the orders widget. Once an order is submitted it will be locked and unable to be deleted.