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:

1. Order Building​

2. ​Order Reviewing​

3. Order Sharing ​

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 six actions typically taken during this phase, not necessarily in this order, that all have to do with order reviewing:

• Grouping

• Analyzing

• ​Adding Discounts

• ​Modifying Delivery Dates ​

• ​Saving As Draft​

• ​Finalizing

Grouping The Order

Grouping the order in different selection fields such as delivery window, gender or product category, allows you to assess whether your order is well-balanced.


Start from the Order Overview Page:​

Order Overview Page

Tap the gray round icon next to ‘ORDER DETAILS’ to group the order.

A balloon menu will appear where you can choose different selection fields to group your order.

The selected grouping criteria will be shown directly in the order overview.​

Order Overview page with grouped order

Analyzing The Order

Analyzing your order helps to put it in perspective, backed by relevant data readily available in the app. By using analytics and data, you can double check whether the order is balanced enough in terms of selected items, and in relation to previous orders.

Order Analytics

These analytics will show you the breakdown of your order by season, drop, type of item, gender etc. They can give you insight into the representation of items included in your order.

When you scroll down on the Order Overview Page, you will see the Order Analytics automatically appear in a bar chart under 'ORDER STATISTICS'.

Order Overview Page with Order Analytics

Historical Order Data

Historical Order Data will give you insight into what a client ordered previously. It gives you the statistic details of any order ever made by your selected client.

This feature is great to use as preparation prior to your sales meeting, or as an upsell opportunity during your sales meeting with your client present.

If you press ‘Enable Historical Data’ the historical order data will appear in a bar chart.

Historical Order Data

Adding Discounts

If you wish, you can add a discount to items in your active order.

Start from your cart by tapping it.

In the cart, go to the item for which you wish to add a discount and tap the blue 'Add discount' button.

Add discount by tapping the button

A menu will appear where you can set the discount to your desired percentage by tapping the '+' and '-' buttons.

Tap plus or minus to set the right discount followed by apply to one or apply to all

Once you've reached the discount you wish to apply, tap 'Apply' to only apply the discount to the one item you have selected in your order, or tap 'Apply to All' to activate the same discount for all items in your cart. The prices will be adjusted accordingly.

10% discount applied to all items in cart

Modifying Delivery Dates Per Item

In your active cart you can modify delivery dates per item. Simply tap 'Delivery'.

Tap 'Delivery' to adjust delivery dates per item

A calendar will pop up where you can tap the desired delivery date for this item.

Delivery date calender per item

Modifying Delivery Dates In Bulk

In your active cart, you can modify delivery dates in bulk, by tapping on "Modify Orderline Dates"

Modify Orderline Dates

Once the button is pressed, you will be provided with a selection to choose from:

• All

• By Group

• By Category

Batch Modify

For All it will immediately show you a date picker, but if you select By Group or By Category it will show you a dropdown of all the categories you have in your cart.

Select Groups

Once you have made your selection, the selected the date that you want to apply to this category/group and the dates will change.

Select delivery date to modify all lines

Saving Order As Draft

Drafts are orders in progress. If you are working on an order and wish to continue later on, 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.

How To Save An Order As Draft

If you are working in an active order, simply tap the 'share' icon in the top bar of the order pop up menu. Then tap the first line 'Save as draft'.

Saving an active order as draft

How To Access Drafts

Make sure you are either on a Product List Page or a Product Detail Page. Tap the cart icon in the bottom right corner of your screen.

The cart icon on the Product List Page

This will take you to your shopping cart with your active order. To access your previously saved draft order(s), tap 'Drafts' in the top bar on the right.

Draft menu

Now you will be able to view and open all your previously saved draft orders.

Draft order overview

Simply tap the order you would like to (re)view.

Finalizing Your Order

As soon as all the items you wish to include in your order are quantified, grouped, analyzed, added to the shopping cart, potential discounts have been added and the delivery dates are modified if needed, it’s time to finalize the order by validating it.

In your active order, tap 'Place Order' at the bottom left of the pop up screen.

Order Validation

A new pop up will appear to double check whether you want to place your order, tap 'YES'.

Order placing pop up

Congratulations, you have successfully placed your order.

As soon as you've tapped 'YES', another pop up window appears stating that the order was successfully sent, asking you whether you would like to receive the order confirmation via email.

Order confirmation

If you tap 'YES', you will receive the confirmation email on the address attached to your Sales App account.