Steps to creating an Order
1) Go to the distributor or customer profile screen.
2) At the Orders section (top right corner) of the screen, click New. The New Order screen will come up.
3) Verify or change the Billing Address, Shipping Address and phone numbers.
4) Verify or change the Order Date. You can type in the date or use the calendar tool adjacent to the date field.
5) Select the correct Order Category. Every order is associated with a specific order category. Only items from the specific order category can be included in the order. Items from different order categories cannot be placed on the same order. If a distributor or customer is ordering items from two different order categories, two separate orders must be entered.
6) On the left-nav bar click New Item.
7) The New Order > Pick Inventory List dialog box will come up. The box will display the distributor or customer name and the order category that was chosen. The inventory dialog box also has a Product Search field that allows you to search by the Item or description.
8) From the Display Category drop down select the display category of the first item. You can also select All Display Categories to display all items. The items in the display category will show in the dialog box separated by lines. If the item being ordered does not appear in the list, see Items Not Available for Order below.
9) Click on the items in the list to add to order. An item will show bold when selected. To unselect an item click on the item again and it will no long be bold. Type in a quantity for the bolded item (NOTE: If left empty it will default to 1).
10) Select other display categories and select other items for order.
11) When all items have been selected from appropriate display categories, click Add To Order. The dialog box will close and you will be at the New Order Screen. Once Add To Order has been clicked from the dialog box, you cannot add items from the New Order Screen. You can add them on the next screen, the Order Screen.
12) Enter the Quantities of each item.
13) Click Save Order. This will save the order and open the Order Screen. You can clickCancel and the order will not be created and you will be returned to the distributor or customer profile screen.
14) If necessary, click New Item to add additional items to the order. The New Order > Pick Inventory List dialog box will come up. Select the items as instructed above, then click Add To Order.
15) On the Order Screen, you can click on the quantity next to an item to open the Qtyfield to enter a different quantity. The Qty fields will be open already if you added an item from the Order Screen.
16) Click Save. The next step is to add a payment.