Zedonkopedia

Sales App - Assortment Planner - Create Order from Assortment Planner

Locate the Assortment Planner you wish to convert to an order, click [...] and select [Create Order] from the dropdown
Create Order from Assortment Planner
Complete the dialogue box

Select to push Name of Assortment Planner to Order Ref and push General and Product Notes to Order Form. When complete select [OK]

Add Order screen will open, make your selections and click [Create]
Add Order screen will open, make the selections. The starred products will be waiting for you to enter Qtys.

1. Click to see drop down list of customers and make your selection

2. If you chose an existing client, the default currency you have selected in Zedonk Web will pull through

3. Add an Order Ref - if you have entered one on the Assortment Planner it will pull through

4. Notes from Assortment Planner will pull through plus you can add more

 

Now add Quantities to the order
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