Order Reviewing
The Complete Ordering Process
Once a selection of desired items is made, usually by making use of the Favorites feature, the ordering process can start.
It includes three main phases:
Each of these phases is explained in a separate chapter. We will get into Order Reviewing here.
What Is Order Reviewing
After making sure all the items you wish to order are in the right quantities, variations and delivery windows during Order Building, this next phase is about reviewing the contents of your cart and making changes where and if needed.
How To Review Your Order
There are four actions typically taken during this phase, not necessarily in this order, that all have to do with order reviewing:
Adding Discounts (sales reps only)
Historical Orders (sales reps only)
Adding Discounts
If you are a sales rep, you can add discounts to items in your active order. For obvious reasons this is not possible for retailers ;-).
Start from your cart by clicking the cart icon. It can be found in the top right corner of your screen, no matter what type of page you're currently on within the Brand Portal.
Once you are in the cart, take your cursor to the item for which you wish to add a discount. If you hover over the rectangular shaped field right under the delivery date, you will see the word 'Discount %' appear.
Tap inside the blank field, now you can fill out the discount percentage you wish to add.
Once you have done so, press 'ENTER' on your keyboard to confirm the discount. Once confirmed, it will stay in the field.
Historical Orders
Consulting Historical Orders will give you insight into what a client ordered previously. It gives you the details of any order ever made by your selected client. This feature is great to use as preparation prior to your sales meeting.
Start from the home screen of the Brand Portal. In the right corner of your screen there is a fast button named 'ORDERS'. Click it.
This will take you to the Order Overview. Here you can search every order you have ever made.
You can search by date, reference, order number or client name.
Modifying Delivery Dates
Delivery dates can be modified per item, based on the availability of the item. This can be done from the Product Detail Page. If you are reviewing your order from your cart, click the item for which you wish to modify the delivery date, this will take you to its Product Detail Page.
If you are on the Product Detail Page of the item, start by going to the Order Grid. This can be done by tapping the button 'GO TO ORDER GRID' or by scrolling down until it appears automatically.
Once you're in the Order Grid, click the calendar window.
A full calender will fold down, offering you the opportunity to select the delivery date you prefer.
If you wish to change the date in the calendar, all the fields need to be empty. You cannot change the date if you have already chosen a certain numbers of item variations in the order grid; these will disappear as soon as you modify the date.
Once you've modified your preferred delivery date, you can (re-) add the desired amounts and variations of the item.
Saving As Draft
Drafts are orders in progress. If you are working on an order and wish to continue later on and review it, you can save it to Drafts. In the Drafts section you can access the order and review it any time, reactivate it to continue building it, share it, or send it as an order directly.
Start from your cart. Scroll down until you see the button 'SAVE AS DRAFT' at the bottom of the page. Click it.
Your draft is now saved.
You can retrieve your draft orders by clicking the pawn or account icon in the top right menu, this menu is visible from any page.
A side menu will appear named 'ACCOUNT', containing the section 'SAVED DRAFTS'.
If you click it, you will be taken to your saved draft orders.
Here you have three options:
Import to cart
Delete
Download PDF
If you click 'IMPORT TO CART', this action will take you to your cart where the draft is imported and reactivated. Here you can review it, modify it and/or finalize it.
Clicking 'DELETE' will delete your draft order.
To download a PDF of the draft order, which you can then share, click the PDF icon directly next to the 'DELETE' button. The draft order will be automatically downloaded to your computer in PDF.
Finalizing Your Order
Once you've reviewed everything in your cart, added discounts if desired, checked historical orders, modified delivery dates where needed, you're ready to finalize your order.
Start from your active shopping cart by clicking the shopping cart icon in the top right corner of any page within the Brand Portal.
Once you're in your cart, scroll down. You will first see some details of your order summed up, such as the number of items ordered, discounts, taxes and values. Scrolling all the way down will take you to the Order Confirmation Menu.
In this final menu, you're required to fill out all fields, either by choosing an option from the drop down menu or by filling something out.
First you select the agreement you've made concerning the purchase, then you choose the delivery partner and select the delivery address.
Once you click the 'Requested delivery date' field, a calendar will pop up where you can select the date of your choice.
The reference number can be typed in manually, just like additional comments.
Now, you will have to tick the box to accept the general terms and finally click the button 'PLACE ORDER'. Once you've done so, a confirmation will be sent to your registered email address.
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