Creating An Order

To create an order, click the "+ New Order" button in the top right corner. Scroll through or search for the products you wish to place an order from. Verify the product format, purchase unit, and order quantity, and click the "+ Add to Cart" button.

The following data is needed to place an order:

• product format unit size

• purchase unit name

• purchase unit amount

• purchase unit vendor

Adding a price to the purchase unit is optional. Keep in mind that once the purchase unit is received on the invoice, the pricing will be automatically updated.

If you are missing any of the necessary details, you have the ability to provide it by clicking the "+ Add Vendor" and "+ Add Unit Type" buttons.

Once you've finished adding items to your cart, click the cart icon to view. When you are ready, click the "Review Order" button.

Review the order and delete any needed items. Click the "Create Orders" button.

Next, you can copy the order contents to send to your contacts and mark as sent. Click the "Send Order button" and then the "Copy and Mark as Sent" button to copy the contents to your clipboard. Marking the order as sent helps you keep track of which orders you have and haven't sent out yet.