Creating Orders Overview

Users can initiate Orders from various points in the application, including from a Call or from CLM, and send receipts using Approved Email. Users can enter or select order type, SKU level, quantities, delivery dates, and delivery addresses.

Creating orders includes topics in the following categories:

• Entry Points
• Enabling Orders for an Account
• Creating an Order from an Account
• Creating an Order from a CLM Presentation
• Creating an Order from a Call
• Entry Modes
• Direct Quantity Order Entry Mode
• Mass Add Order Entry Mode
• Order Header Information
• Order Campaigns
• Price Books
• Delivery Location
• Payers
• Order Assortments
• Pull-In Fields on Orders
• Order Line Information
• Recommended Quantity
• Upselling Suggestions
• Suggested Retail Price with Profit Calculator
• Order Line Column Widths
• Pull-In Fields on Order Lines
• Transfer Orders
• Transfer Orders
• Wholesalers
• Wholesaler Priority
• Copying an Order