Skip to content

Create an Order

This outlines the process of creating orders within the system. It covers creating orders for single items or in bulk, as well as creating orders from various locations within the application, such as the top menu, style section, component section, and sales order section. It also provides helpful tips for ensuring accuracy and efficiency in the order creation process.

Quick Check - Before You Start
  • Ensure your administrator has configured required fields in Site Settings > Order > General Settings
  • Verify you have the correct permissions to create orders
  • If using Enforce Component Compliance, confirm compliance records exist for your supplier/customer combinations

How to Create an Order

  1. Click the Create button at the top of the page.
  2. Select Order from the dropdown menu.
  3. A pop-up will appear where you can enter the required details.
Info

Required fields are configured by your administrator in Site Settings.

Component Compliance Validation

When Enforce Component Compliance is enabled in Site Settings > Order > General Settings, the system validates component compliance during Order creation. If a valid compliance is not found for the selected component supplier/customer combination, a warning message will be displayed, and you will not be able to share the order with Supplier members or generate purchase orders until compliance requirements are met.

Order Create

For Single-Item Orders

  • Use the search box to find and select a single style or component.
  • This action creates a simple, single-item order.

Order Create Single Item

For Bulk Orders

  • Use the Bulk Order field to choose the type of items (e.g., Styles or Components).
  • The search results will be filtered to show only those item types.
  • Select multiple items and click Add to create your order.

Order Create Bulk Order

Creating Orders from Other Locations

You can also create orders directly from other parts of the system to save time.

From the Top Menu

Click the Create button in the top header for quick access.

Order Create Button

From the Style Section

Go to a style and click Create Order in the side widget.

Style > Create Order

Style > Create Order

You can also create orders from the Sales Order tab of a style.

Style status

If the style is in Draft, its status automatically updates to Approved when you create an order for it. See Style › Status.

From the Component Section

Go to a component and click Create Order in the side widget.

Order Create > Component

From the Sales Order Section

Click Create Order in the sales order sidebar to link it to your order.

Order Create > Sales Order

Helpful Tips
  • Ensure your administrator has configured all the necessary fields in Site Settings.
  • Use bulk orders when you need to order multiple items at once.
  • Regularly review your item types and fields to ensure accuracy.

Next Steps

Troubleshooting

Why are required fields missing from the order creation form?

Required fields are configured by your administrator in Site Settings > Order > General Settings. If fields are missing, they may not have been enabled.

Steps to resolve:

  1. Contact your administrator to review the order field configuration
  2. Navigate to Site Settings > Order > General Settings
  3. Verify the required fields are enabled and correctly configured
Why am I getting a component compliance warning when creating an order?

When Enforce Component Compliance is enabled, the system validates that a valid compliance record exists for the selected component supplier/customer combination. Without a matching compliance record, you cannot share the order with Supplier members or generate purchase orders.

Steps to resolve:

  1. Check Site Settings > Order > General Settings to confirm compliance enforcement is active
  2. Navigate to the Compliance module and verify a valid record exists for your supplier/customer combination
  3. If no compliance record exists, create one before proceeding with the order
Why are my bulk order items not appearing in the search results?

The bulk order search filters results by item type (Styles or Components). If you cannot find an item, the wrong type may be selected.

Steps to resolve:

  1. In the Bulk Order field, confirm the correct item type is selected (e.g., Styles or Components)
  2. Re-enter your search term
  3. If the item still does not appear, verify it exists in the relevant module (Style or Component)