Add an Order in the Customer Portal

Adding an Order in the Customer Portal.

Introduction

Add an Order in the Customer Portal

Introduction

Where you have customers with access to your Customer Portal, you can allow them access to the areas of your system that you want, such as making an order. Refer to Setting up Customer Portal Access to read about setting up a User.

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Add an Order in the Customer Portal

• Click Orders on the left menu of the Customer Portal.

• Click Create new order.

In the New order screen:

• Client order number: Enter your order number.
• Client Notes: Enter any notes you might want.
• Delivery address: Enter your delivery address.
• Client reference: Enter your reference. This will appear on the delivery docket and invoice.

You now have the option to add Stock items individually or add items from a template.

Add items individually

• Stock: Select the stock item from the dropdown list.
• Notes: Enter any notes required.
• Quantity: Enter the Quantity you want.
• Click Add line.

To add items from template

If you have items that you regularly buy together, you can set them up on a template so you can order them all from the template rather than having to select each one individually. To read about setting up a template, click Customer Portal Stock Order Template.

• Stock template: Select the template from the dropdown list.
• Click Add all template items.

The items you have selected will now display in the bottom section of the screen.

When you have selected all your items:

• Click Finish and send to supplier.

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