New Order

Order creation through the Client Center is disabled by default. You need to enable the respective global JSON settings first.

Once that's done, users with external role L20 - Orders and above will get access to the New Order page.

This is a multi-tab interface designed to handle the filling out and placement of new sales orders.

Structure

New Order consists of one primary tab, but it can be configured to include more:

1. Order - This is where the order is built. You can add products manually by entering their code and quantity.

   Product quantities specified in other tabs will automatically appear here.

   

2. My Products - All available customer products are stored here. This tab can be hidden or enabled with an appropriate JSON setting.

   You can add customer products to the order simply by specifying their quantities in the Quantity field. Once a quantity is set, the respective product will appear in the Order tab.

   

3. A tab listing products linked to the customer's default distribution channel - It can be optionally revealed with a JSON setting and always carries the name of that channel.

   You can specify product quantities in the Quantity field to add them to the order. Once a quantity is set, the respective product will appear in the Order tab.

   

4. A tab listing products linked to the Client Center's distribution channel - It can be optionally enabled with a JSON setting and always carries the name of that channel.

   Like in all other tabs, you can specify product quantities in the Quantity field to add them to the order.

   

Tip

You can see details about a product if you click on either its code or name.
This will trigger a pop-up containing more information, including a product picture, if available.
Clicking the picture once will expand it further, hiding the remaining details.

Create a new order

To begin, add products to the order. There are several ways to do this:

1. From the Order tab, click the Add button. This will reveal the Code and Qty fields, where you can respectively provide the code of the product and how many instances of it you need ordered.

   

   When you click Save, the product will be added with all the respective information about it, like Unit, Price, and Discount.

   

2. From the My Products tab, click on the Quantity field of a customer product row and specify the exact quantity you need ordered.

   This will automatically add it in the Order tab with the respective information.

   

3. Depending on how the Client Center is configured, users may add products linked to their customer's default distribution channel.

   The process to add them is identical to the My Products tab.

   

4. If the Client Center's distribution channel has products linked to it, they will be available for selection as well.

   

Default store and product availability

All sales orders in the Client Center can have a store automatically set for them after they are created. Administrators can define it with the respective JSON setting. If not defined, the Store field will remain empty.

Provided a store is specified and a maximum availability threshold is in place, you will be able to see the availability of all products you wish to include in the order.

The Availability column can be optionally revealed through the Column Chooser, and it can have one of the following values:

• If the specified quantity of the product is less than or equal to the available quantity, a green "Yes" label will be shown (e.g. 12pcs are requested, but there are 15 in total)

• If the specified quantity of the product is more than what is available, the actual available quantity will be shown in red (e.g. 2pcs are requested, but only 1 is present in reality)

• If the specified quantity of the product is more than what is possible to be revealed in the Availability column (as per the AvailabilityMax setting), a "Call" message will be shown, indicating the need to contact a sales representative to confirm if the requested quantity is actually available.

  This is necessary regardless of whether the real availabilty is smaller or larger than the one requested.

  

Modify or delete quantities

When you're done adding the quantities of the desired products, you can always edit or delete some of them if needed.

Confirm and place

To conclude the order, click Place Order. You'll be asked to confirm if all details have been reviewed.

Newly created orders are stored on the Orders page.

Note

You can start an order and switch to a different page or choose to place it later.

The order will be automatically saved and registered with status "New".

Note

The screenshots taken for this article are from v.26 of the platform.