How to Create a Store Order

The Store Orders Page shows all the orders that the User has placed with Bargain Boat Bits for restocking inventory, along with the current status and details of each order. This page enables the User to create new orders and track the progress of their existing orders. Additionally, there is a filtering option that allows users to sort orders by date range or order status, making navigation easier.

• Order ID: A unique reference number assigned to each order. The most recent order appears at the top of the list.
• Date Added: The date when the order was placed.
• Purchase Order: The reference number associated with the purchase order.
• Items: The total number of items included in the order.
• Total: The overall value of the order.
• Order Status: Displays the current status of the order, which can be:
• Requires BBB Action: The order is under review by BBB personnel and will be finalised once processed.
• Order Completed: The order has been successfully placed and completed.
• Actions: Users can view order details by selecting the "Actions" dropdown menu and clicking "View Order" or by clicking on the Order ID.

Upon clicking the Create Order button on the Store Orders page, the User will be directed to a new page featuring the Order form. This section allows the User to select and add their desired products for purchase, streamlining the ordering process for BBB.

The User must enter the Purchase Order Reference Number and any special instructions (if there are any) in the Store Reference section.

To add products to an order, there are three ways to do it:

1. Search Bar – Users can quickly find a specific product by typing its name or details in the search bar.
2. Import Lines – By clicking the Import Lines button, users can add multiple products at once, making it convenient for bulk orders.
3. Advanced Search – This option allows users to view the full list of available products and manually select the items they wish to order.

To quickly add a product to an order using the Search Bar, the User should enter the product name. A dropdown list of suggested products will appear, allowing the user to select the desired item. Once the product is chosen, the + Add Line button will be activated. The User must click this button to successfully add the product to the order.

Meanwhile, the User can import their order list by clicking the "Import Lines" button. This will open a pop-up window where the User can upload their file. The file must be in Excel format (.xlsx) to be accepted.

For convenience, the User can also download the order lines template, which allows them to easily enter their order details by simply listing the SKU and quantity of each product they wish to purchase.

If the user prefers to browse all available products manually, they can click on the "Advanced Search" button to access the complete product list, including the catalogue items.

To select a product for ordering, the User must check the grey box next to the product name. The User can also check if the product is available or not through the Status column. The coloured dots indicate whether a product is available, unavailable, or part of the catalogue.

Users can refine their search using the filter options above the list. They can filter by brand name, use the search bar to look up products by SKU or product name, or check the only catalogue products checkbox to display only catalogue products.

Certain products include a "Message from Supplier" description. To view the details, the User can simply click on the message, and a pop-up window will appear displaying the information. 

When the User completes their order, they can either save a draft for future reference or submit the order to finalise the transaction.