Component Create Order
The Create Order feature allows you to initiate a new order directly from a component record. This can be for a single item or a bulk order containing multiple components, streamlining your procurement, development, and sampling workflows. It supports placing purchase orders for fabrics, findings, and trims straight from the component you are negotiating or sampling.
Creating an order directly from a component saves time and reduces manual data entry. From the pop-up interface, you can select components, fill in the required fields, and submit the order instantly.
Core Actions
These actions are available to all users with access to the component record and allow you to create orders directly from a component.
| Feature | Description |
|---|---|
| Open Create Order | Navigate to the desired component and click the Create Order button in the sidebar. A pop-up window will appear, prompting you for the necessary order details. |
| Complete Order Details | Fill in the required fields in the pop-up. The fields displayed are configured in Site Settings by your administrator and may vary. |
| Submit Order | Click Add to save the newly created order. The order will be generated and linked to the selected component(s). |
Single Component Order
When you create an order from a specific component, that item is automatically pre-filled in the pop-up.
| Feature | Description |
|---|---|
| Pre-filled Component | The component you are viewing is automatically added to the order. No search is required for single-component orders. |
| Change Component | Use the search box to select a different component if needed. |
| Submit | Submit the form to generate an order linked to that single component. |
Bulk Order
Use bulk order mode to create an order containing multiple components in a single action.
| Feature | Description |
|---|---|
| Switch to Bulk Mode | In the pop-up window, use the Bulk Order dropdown to switch to bulk order mode. |
| Select Item Type | Select Components as the item type to filter the search accordingly. |
| Add Multiple Components | Use the search box to find and select multiple components for the order. |
| Submit Bulk Order | Once all items are selected, click Add to generate the bulk order. |
Admin Configuration
The fields required in the order pop-up are configured in Site Settings by your administrator.
Order Display Format
The order's interface will adapt based on whether it contains a single component or multiple items. Bulk orders may feature additional tabs and fields to accommodate the different format.
License Enforcement
The Enforce License supplier configuration setting only applies to Order › Style and Order › Bulk Styles orders, where License fields are relevant. License enforcement does not apply to Component Orders (single or bulk), as Components do not use License functionality.
Best Practices
Standardise Naming Conventions: Adopt a clear and consistent naming convention for your orders. A good practice is to include key information such as the date, project name, or component type in the order title. This makes it easier to search for and identify orders later, improving organisation and traceability across your projects.
Use the 'Notes' Field for Context: When creating an order, use the 'Notes' or 'Description' field to add important context or instructions. This could include information about the intended use of the components, specific quality requirements, or delivery instructions. This practice ensures that all suppliers and team members have the information they need.
Regularly Review and Archive Old Orders: To keep your order list manageable and relevant, periodically review your open and completed orders. Archive or close any orders that are no longer active. This helps to declutter your workspace, improves system performance, and ensures that you are working with the most current and relevant data.