# Order Management ### Active order Your **Active Order** can be accessed at any time using the **Cart** button.

On this screen, view and configure all current **Product Deliveries**, including Size and Variants. Use the optional **Discount** field to add a discount to the selected **Product.** #### Order Analysis Using the **Analyse** button, open a detailed analysis of your **Active Order**.

View the following charts in different tabs. * Categories * Deliveries * Categories-Sizes * Deliveries-Categories Use the button the view detailed data for the current charts. Use the menu to change displayed data in the Chart. #### Extra Actions Use the button in the right hand corner to open actions on your **Active Order:** * Modify delivery date for the entire grid. * Modify discount for the entire grid. * **Add new draft order** to move the current active order to a [Draft Order](#draft-orders). * **Scan Product Barcode** to open up the Camera of your current device and scan a **Product** barcode and add it to the current **Active Order.** * **Duplicate Order** to create a new [**Draft Order**](#draft-orders) for a different **Customer**. Your current order stays unchanged. * **Clear Cart** to empty your **Active Order.** #### Import/Export Use the button and choose **Import/Export** to open the following modal.

Choose which format you want your export to be. Follow the download process to export your current Active Order.

Choose the import format and follow the upload process to bring product into the Active Order.

#### Validating the Order There are multiple options to Validate an Active order. If the Order has any **Approval Groups** (on Product related rule or Customer related rule)**,** choosing **Order** will create an [**Approval**](#approvals)**.** Use the button to send the Order as a [**Proposal**](#proposals)**.** Otherwise the **Order** button moves the order to [**Placed Order**](#placed-orders). ### Draft Orders Draft Orders are saved orders that can be viewed at any time. {% hint style="info" %} Draft Orders cannot be edited, to edit one import it as an [**Active Order**](#active-order)**.** {% endhint %} Use the **Download** button to download the Order in various formats: * Order Confirmation PDF * Line Sheet PDF * CSV Exports of the Order details * ZIP file of the Product Media * Related [Looks](/user/brand-portal/looks.md) CSV. Use the button to access the following actions: * **Import** the **Draft Order** as an [Active Order](#active-order). * **Duplicate** to another **Draft Order** for a different Customer. {% hint style="info" %} Use the Search Bar to look through your Orders. {% endhint %} #### Filtering & Sorting Use the **Filter** button to see available filters to display **Draft Orders**. Use the **Sort** button to sort the selected **Draft Orders,** various sorting selections are available. ### Approvals The Approvals section displays orders that are waiting for Approvals from **Sales Representatives** or **Retailers.**

Approvals can go in the following states: * **Waiting**: the order is under review and the sales-representative has to approve the order still. * **Rejected**: The approval was rejected, the reason can be viewed when viewing the order details. The Progress bar displays the number of approvals waiting on the Order. Use the **Set Active** button to open the Order for Approval.

Use the **Approve Order** or **Reject** and button to review the Approval. If all **Approvals** are given, the **Order** is validated and moved to [**Placed Orders**](#placed-orders)**.** {% hint style="info" %} Use the Search Bar to look through your Orders. {% endhint %} #### Filtering & Sorting Use the **Filter** button to see available filters to display **Approvals**. Use the **Sort** button to sort the selected **Approvals,** various sorting selections are available. ### Proposals & Placed Orders When logging in as a **Sales Representative**, you have access to two extra sections for **Proposals** and **Placed Orders**. {% hint style="success" %} To learn more about Proposals and Placed Orders, see [Using as a Sales Representative](/user/brand-portal/using-as-a-sales-representative.md). {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.colect.io/user/brand-portal/order-management.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.