Creating an Order

This topic covers the process of creating a new order.

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Prerequisites

• Ensure that you have the Orders & Inventory Editor, or Administrator privileges to fabric Orders. For more detailed information on these settings, see the Role-Based Access Control section.

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Procedure

1. In the left menu, click Orders.

   The Orders tab is displayed on the Manage Orders page.

2. Click Create Order.

   The Create order page is displayed with the order status set to Draft.

3. In the Select SKUs > Your network field, select a network.

   Upon selecting a network, the system automatically filters the products available for browsing.

4. In the Your channel field, select a channel.

5. Click Browse SKUs.

   The Browse SKUs window is displayed with a product table.

6. To find a product in the Browse SKUs window, do one of the following:

   • In the search bar, enter the search keywords and press Enter.
   • Use filters to refine the search results.

   The Stock status for a product must be Available and Availability must be greater than or equal to one. If you add an unavailable product, an error message is displayed after adding the product.

7. To select products, select the Product title field next to the product.

   You can select more than one product.

8. Click Add SKUs.

   The products you selected are added to the Select SKUs table with the SKU ID, Price per unit, Quantity, and Availability details.

9. To update the quantity of each product, in the Quantity field, click the + or - buttons or enter the quantity.

   The Order Summary is updated with pricing information for the order.

10. In the Add shipping address > Fulfillment method field, select one of the following options:

    • Ship to Home: Use this option to ship the selected products to a specific address.

    • Pickup in store: Use this option to ship the selected products to a designated store pickup location.

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Ship to Home

1. To ship to a specific address, in the Contact details section, enter the following details:

   • First name
   • Last name
   • Email
   • Phone number
   • Phone number type: The options are Mobile, Business, or Home.

2. In the Shipping address section, enter the following details:

   • Address line 1
   • You can add additional address lines by clicking Add address line.
   • Country
   • Zip code
   • Region
   • City
   • Shipping method

3. In the Payment details > Payment method field, select a payment method.

4. Click Create.

The order is created and added to the Manage Orders > Orders list.

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Pickup in Store

1. In the Select pickup location field, select a pickup location.

2. In the Contact type field, select one of the following:

   • Primary: The primary contact is sent notifications for pickup and tracking details. The default setting for primary contact is the customer who ordered the items.

   • Secondary: Authorizes someone other than the primary contact to pick up the order.

3. In the Contact details section, enter the following details:

   • First name
   • Last name
   • Email
   • Phone number
   • Phone number type: The options are Mobile, Business, or Home.

4. (Optional) To add additional contacts who are authorized to pick up the order, click Add alternate pickup name.

5. In the Payment details > Payment method field, select a payment method.

6. Click Confirm.

The order is created and added to the Manage Orders > Orders list.