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