In this article, you will learn the overall flow to create a new order. For more detail on placing an order in Standard order mode click HERE and HERE. For Quick order mode click HERE. To return to the Explore page at any time select the brand logo in the top left 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 that your account has access to.




3. Order Name

Every order has a default name but a unique name is recommended so that you can easily find your order. It can be renamed by clicking Menu-> Save.  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.




4. Collections

The 'Collection' drop-down will display any Collections you have created or that have been shared to you. Collections can be filtered upon in the same catalog from which it was created. Ex. If the collection is created from the Fall catalog, the user would not be able to filter on the 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 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 '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.