ORDERS

How to create a New Order

2140 views November 18, 2015 April 11, 2018 ordertronhelpcustomers 1

Step 1: Go to ORDERS, then click on Create New Order.

Create New Order page allows you to filter products list by Supplier Business Name or Tags. Products list can also be filtered based on searched Product Name/SKU, Supplier, Price and Unit.

Step 2: Locate the product to order, then enter order quantity on Quantity field.

Product Note can be added by clicking on its Note button. Enter Product Note, then click on Save Note button.

Step 3: Click on Add To Order button.

Do the same with the rest of the products to order.

Step 4: Once done, click on Proceed to Verify Order(s) button.

Step 5: Review your order details. You can still make changes on the following:

1. Product Note
2. Order Qty
3. Product Price
4. Remove Product
5. Add Product – Go Back to product list
6. Shipping

Click on Update Totals button once done with the changes.

You can place multiple orders to different suppliers at the same time. The sample order below shows two orders for different Suppliers.

Step 6: Click on Place Order button to proceed with the order.

Note:
Clear Order button will delete all the products on Create New Order page.

Step 7: Select the date for Delivery Date and enter your Order Notes if applicable.

You have the option to specify different order details by unchecking the Apply the above order information to all Suppliers checkbox.


Once unchecked, click on the Supplier Business Name. Order details appears where you can use a different Shipping Address, Delivery Date and Order Notes.

Click on Submit button once done.

Notification appears once order has been placed successfully.

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