The primary actions in the Order work item is to take an order, apply deals and confirm the order.

You can read the following articles for an in-depth guide to:

  • Taking an Order
  • Confirming and Adding Distributor Accounts
  • Applying Deals

There are a number of controls you should become familiar with before jumping straight into taking orders.

  • Product Search
    Quickly find a product by typing part of its description, product ID, distributor ID or item number into the search bar.

  • Product Filter
    You can choose from the list of product groups and structures set up to filter your product list.

  • Ordering Mode
  • Calculate/Apply Deal
  • Order Options
  • Sales History