Order books as a sales representative
- Vivian Luu
On CataList, sales representatives can order books on behalf of their clients, or add new accounts to CataList.
Start a new order for a client
Click an image to view at full size.
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 name, season, or date).
Find the client’s account name using the search box. CataList will provide a list of possible matches.
If the account is not yet set up in the CataList system, click Add new and fill in the required fields. The store will receive an invitation to CataList. Once they’ve set up their CataList account, they can view or export the orders that you—and other reps—take for them.
(Optional) Add a purchase order number, a promotion code, or a brief comment.
Click Start Order.
Add order quantities
Next steps
After you have created your order, you can edit your order details or export it to be submitted for fulfilment.