Learn how to start a new order, as both a buyer and a sales rep, and add order quantities.
Start a new order
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To start a new order from any catalogue or title detail page, click Order Products in the toolbar and click Start a New Order.
Enter information for your new order.
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).
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.(Optional) Add a purchase order number, a promotion code, categories, or a brief comment.
Click Start Order.
A new order is created, and CataList displays an Order Summary section with a running total of your order contents.
If you are a sales rep ordering books on behalf of your client, see Order books as a sales representative for additional instructions.
Add order quantities
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.
The titles in your order must all be supplied by the same distributor—if you're placing orders with multiple distributors, create an order for each one.
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
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.
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