How To Create An Order

The Orders Page displays all orders placed by the User on the portal, including details and current status for each order. This page allows Users to create new orders and track the progress of existing ones. A search bar is also available for users to locate specific existing orders, enhancing navigation.

• Order Number: A unique reference number assigned to each order. The most recent order appears at the top of the list.
• Order Date: 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:
  1. Processed: The order will be processed by NDA.
  2. Draft: The user has saved the order in ‘Draft’ and hasn't finalised it yet. The User can still go back and edit their order.
  3. Submitted: The order has been successfully placed and completed.
• Action: Displays an option on what action is required for the order:
  1. View Order
  2. Edit Order
• Actions: Users have the option to view or edit their order details by selecting the "Actions" dropdown menu and choosing either "View Order" or "Edit Order." Users can also access this functionality by clicking on the Order Number as well.

Creating a New Order

Upon clicking the Create Order button on the Orders page, the User will be redirected to a new page containing the Order form. This section enables the User to select and add products for purchase, facilitating the ordering process for NDA Users.

Users must enter the Purchase Order Reference Number and any special instructions in the Order Reference Section. There are three methods available to add products to an order:

Search Bar

The Search Bar allows for a quick and direct way to locate specific products. Simply start typing the product name or keyword, and a dropdown list of suggested matches will appear.

Once the desired product is selected, the + Add Line button will become active. Click this button to add the product to your order.

Tip: Use precise keywords (such as the product name or SKU) to narrow down results faster.

Import Lines

The Import Lines feature is ideal for adding multiple products at once, especially for bulk orders.

Click the Import Lines button to open a file upload window. Upload your product list in Excel (.xlsx) format.

Note: You may download the order lines template from the same window. This template allows you to enter product SKUs and quantities in a clear and structured format that is compatible with the system.

Advanced Search

For users who prefer to explore the full range of available products, the Advanced Search function provides access to the entire product catalogue.

Click on the Advanced Search button to open the product selection screen. Use the grey checkbox next to each product SKU to select items for ordering. 

Users can also refine their order by using the:

• Dropdown filter that shows the Brand name 
• The search bar above the list and inputting the SKU or product name 

Tip: Using multiple filters together can speed up the search process and help locate products more efficiently.

Upon completing an order, the User has the option to either save a draft of the order (Save As Draft) for later additions to the order or submit the order right away (Submit Order). Always double-check quantities and selected SKUs before proceeding to finalise the order. 

Once an order is successfully submitted through the NDA Portal, a confirmation email will be automatically generated and sent to the User (Customer). This email will be delivered to the address provided in the user's account details.

In addition to the customer, the NDA Admin and relevant NDA members will also receive a copy of the confirmation email for internal tracking and processing purposes.

The confirmation email will include a complete summary of the purchase order, detailing all items, quantities, pricing, and other relevant information submitted during the order process. This ensures all parties have a clear and accurate record of the transaction.

The order is then automatically logged into the NDA system for processing and fulfilment.