Inventory product orders are used to record products ordered for your inventory and track quantities until the order is received. Orders can be created manually, generated using Ideal amounts, or imported (for the MK industry), allowing quantities to be reviewed and adjusted before saving and posting inventory updates.
See Handling Product Replacement Orders if the order contains products being replaced by the company, or Create a Direct Ship / My Shop Invoice if the order is from a Direct Ship or Guest Checkout order.
From the sidebar navigation, click
Products, then Inventory Orders.
- From the Inventory Orders toolbar, select the new order button
then choose New Order. - Use one of the following methods to add items to the order:
-
: Opens the Product Lookup slide-out to perform a partial description or part number search
-
: Auto-populates the order based on the Ideal amounts set on the product list. Choose from All Products, Retail Products, or Customer Premiums. -
: Fill Order screen appears, allowing you to view all products and add quantities that will then transfer to the order after clicking OK
-
- When finished, enter the shipping charge amount in the Shipping field, ensure your order totals match the packing slip or invoice for the order you're entering, then select the save button
to save and close the order.
The order is now ready to be set to Placed status, and the included items will show as On Order. See Set a Product Order as Placed for the steps.
Additional Information:
Tip: If you have a default Discount set, it will be applied to the entire order. If individual items received different discounts, enter the percentage in the Discount field for the item, or enter the dollar amount in the Wholesale field for the item.