Order Management

Manage orders from Draft to Proposals to Validation

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.

• 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 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.

Use the button to send the Order as a Proposal.

Otherwise the Order button moves the order to Placed Order.

Draft Orders

Draft Orders are saved orders that can be viewed at any time.

Draft Orders cannot be edited, to edit one import it as an Active Order.

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 CSV.

Use the button to access the following actions:

• Import the Draft Order as an Active Order.

• Duplicate to another Draft Order for a different Customer.

Use the Search Bar to look through your Orders.

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.

Use the Search Bar to look through your Orders.

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.

To learn more about Proposals and Placed Orders, see Using as a Sales Representative.