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Adding an order
Who is this article for?
Administrators responsible for order management.
Administrator role is required.
This article walks you through creating a new order in the platform, including how to configure order details, add items, and submit orders for processing.
1. Adding an order
To add an order:
- Open the Administration menu.
- Select Data Manager.
- Switch to the Orders tab.
- Click Create New Order.
- Select the Created For person from the dropdown.
This is the person ordering the items.
- Choose the Order Date from the picker.
- Select Yes for Blanket PO? if the order needs a blanket purchase order confirmation.
- Select the Delivery Location.
- Set the Desired Delivery Date.
- Add Delivery Notes as needed.
This could be special instructions or comments for the delivery.
- Define the Order Contents.
- Click Add Item to Order.
- Enter the Number of Units Ordered.
- Enter the item's Activity value.
- Select the Activity unit from the dropdown.
- Enter the Quantity.
This indicates how many units are included in the order.
- Click Submit Order.
2. Managing an order
Click Receive Package to manage the receipt of ordered items when they arrive.
Click Export Orders to generate a list of orders matching your selected filters.
