Create an Order

First Things First
In this article, you will find the various functions of the 'Create New Order' screen and a brief explanation of how they are used.  Getting...
Thu, 6 May, 2021 at 3:35 PM
Create an Order (View Catalog Screen)
This page is an excellent presentation tool for showing the line to a buyer. The user can quickly add products to the cart at both the style and colorway ...
Thu, 13 May, 2021 at 3:50 PM
Standard Order Build Screen
TABLE OF CONTENTS To Add Products Add Sizing / Units Filters General Filters Add Filtered Results The Build Order page is where sell...
Thu, 13 May, 2021 at 4:52 PM
Quick Order Build Screen
The Quick Order style offers buyers the flexibility to: Order quick and simple replenishment orders  Single-step ordering Simply add your quantities to ...
Tue, 20 Apr, 2021 at 3:49 PM
Enter Quantities Screen
Enter Quantities Once you have built your order at the color level, you're ready to add quantities and check out. There are two ways to select quantit...
Tue, 13 Apr, 2021 at 2:46 PM
Notes, Ratings & Catalog Revisions
Notes & Catalog Revisions Here is where you'll see any notes that have been made to a product (e.g. "great for running".) Notes also hav...
Thu, 13 May, 2021 at 4:19 PM
Overview / Summary Screen
The Overview/Summary screen is the first page you will be brought to after selecting to go to your cart. This screen can be used to get a full look at your ...
Tue, 13 Apr, 2021 at 2:47 PM
Menu
You can save your order, create a new order, export your order PDFs, (and much more,) from the MENU in the top-right corner of the order builder: Clic...
Thu, 13 May, 2021 at 5:05 PM
Checkout Screen
Checkout The final screen you will be brought to when creating an order before submitting is the 'Checkout' screen. On this screen, you will b...
Thu, 13 May, 2021 at 5:00 PM
Exporting an Order Cart to PDF
Table of Contents Exporting Order to PDF via the Orders Widget Exporting to PDF via the Menu Types of PDF Output Layouts and Print Options Catalog Layo...
Fri, 14 May, 2021 at 11:13 AM