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You are currently viewing documentation for version 3.0 which is not a long-term support release. The latest long-term support release is version 1.6

Create an Order

You can create an order in two ways:

  • From a shopping list
  • From a quick order form

Shopping List

To create an order from a shopping list:

  1. Navigate to Shopping Lists.

  2. From the drop-down list, select the required shopping list.

  3. Click View Details.

  4. To create an order, either click Create Order on the right of the shopping list name, or scroll down to the bottom of the page and click Create Order on the bottom right of the shopping list view page.

    Note

    If there are any discounts that apply to your order, this will be displayed in the order totals.

    ../../../_images/CreateOrder1.png ../../../_images/CreateOrder2.png
  5. Follow the required steps to submit the order, as described in the Checkout Process topic.

Quick Order Form

The quick order form allows customers to work on large orders in an efficient manner using search by product SKUs and names, or import their purchase lists into the system. Customers can work on multiple orders simultaneously and they can easily switch between different shopping carts or start new orders at any time. Quick order forms can be created by both registered and guest users.

To create an order using a quick order form:

  1. Navigate to Quick Access Menu in the top right corner of the page.

  2. Click Quick Order Form.

    Note

    Please note that if you are a guest user, you will be able to see only Quick Order Form at the top. Only registered customers can view and manage quotes and orders. Also, please keep in mind that only one shopping list is available for guest customers.

    ../../../_images/GuestQuickOrderButton.png
  3. Provide order details (item, quantity #, and unit) in the given fields and click Create Order.

    Note

    You can also search the product by name, in which case, you need to select it from the suggestions list when the product appears there.

    Click Add More Rows to provide details for more than 5 items.

    ../../../_images/QuickOrderFormSKU.png

    Alternatively, copy and paste as many order details as you wish in the text field on the right. Make sure that each item#+quantity# start from a new line. Optionally, provide a unit.

    ../../../_images/QuickOrderForm.png

    Note

    Your input is validated on the go. If you get a validation warning, ensure to correct any issues reported.

    Click Verify Order and the validated items will add to the quick order form.

    Then click Create Order.

    Note

    You can also Request a Quote and add the order to the quick order shopping List.

    Important

    If you are creating an order as a guest user, please keep in mind that you are only allowed one shopping list. Therefore, when creating an order, your default shopping list will be overwritten with the items from your order.

    ../../../_images/SampleGuestCheckout11.png
  4. You can also import a purchase list into the system in the Upload Your Order section:

    1. Click Get Directions to see a quick help on the import process and the downloadable templates to fill it.

      ../../../_images/ImportCSV.png
    2. Once you downloaded the template in one of the provided formats, insert the items SKU and quantity numbers into the columns A and B and save the file.

    3. To upload the file, click Choose File, navigate to the file location, select the file and click Open.

      Import Validation will emerge to inform you whether products or their quantity qualify for the order and preview the line item and total price.

      ../../../_images/VerifyOrder.png
    4. Click Add to Form to finalize import. Validated items will add to the quick order form.

  5. To complete the order, click Create Order.

Matrix Ordering Form

To simplify ordering process when purchasing several variations of one product, such as a USB flash drive in various colors and capacity, you can use a Matrix Form. The matrix form is available only when a product has one or two attributes.

Depending on the configuration:

  1. The matrix form can be displayed:
  • on a product page:
../../../_images/matrix_product_view.png
  • on the product listing:
../../../_images/matrix_product_listing.png
  • on a shopping list page:
../../../_images/matrix_shopping_list.png
  • as a popup when clicking the Update Shopping List button on the product page.
../../../_images/matrix_popup.png
  1. Enter the number of items for each category.
  2. Click Add to Shopping List on the bottom right of the matrix ordering form. Alternatively, select the shopping list to add the items to, or create a new shopping list by clicking and selecting your option.
../../../_images/matrix_form_frontend.png

However, please keep in mind, that your website configuration may be different and the matrix form may be unavailable.

Browse maintained versions:3.01.6

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