Versions Compared

Old Version 18

changes.mady.by.user Vivian Luu

Saved on

compared with

New Version Current

changes.mady.by.user Stephanie Small

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Learn how to start a new order as a buyer and how to add order quantities. If you are a sales rep ordering books on behalf of your client, see Order books as a sales representative for additional instructions.

Table of Contents
minLevel1
maxLevel7
typeflat

Start a new order

Click an image to view at full size.

Image RemovedOrder products.pngImage Added
Excerpt
namestart_order

To start a new order from any catalogue or title detail page, click Order Products in the toolbar and click Start a New Order.

Image Removedretailer_new_order.pngImage Added

Enter information for your new order.

  1. Give your new order a name that will help you identify the order's contents later on (for example, a department, company, season, or date).

  2. Select the location(s) you wish to include in the order.
    Note: Additional locations cannot be added to the order once the order has been created.

  3. (Optional) Add a purchase order number, a promotion code, categoriestags, or a brief comment.

  4. Click Start Order.

A new order is created, and CataList displays an Order Summary section with a running total of your order contents.

Add order quantities

Image RemovedAdd order quantities.pngImage Added
Excerpt
nameadd_order_qty

The order quantity indicates how many of a single product you would like to order. Order values are calculated at the retail price in CataList, though you can contact the distributor about wholesale purchasing and volume discounts.

Once you have started an order, there are several areas on the site where you can add order quantities for a title:

  • The Orders section on the title detail page

  • The Orders box in a catalogue’s scroll view

  • The Order Qty column in a catalogue’s grid view

  • The Order Qty column in an order detail page

The titles in your order must all be supplied by the same distributor unless you’re ordering from a wholesaler that sells products from many different distributors. Learn more about identifying distributors on CataList.

WordStock data points

If you use WordStock as your point-of-sale system, you can enable the WordStock integration in CataList to enter title-level data that can be exported into WordStock. Learn more about CataList’s WordStock integration.

Next steps

After you have created your order, you can edit your order details or export it to be submitted for fulfilment.

More resources

Page Tree
rootCAT:Ordering (update)
startDepth1