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Sales App - Assortment Planner - Create Order from Assortment Planner

Create an order from an assortment planner.

Locate the Assortment Planner you wish to convert to an order, click [...], then [Create Order]

Create Order from Assortment Planner

Select options

Choose if you wish for the name of Assortment Planner to populate in the Order Reference and Product Notes to populate in the Order Notes.

Click [OK]

Enter order details

Add Order screen will open, make the selections. The starred products will be waiting for you to enter Qtys.
  1. Click to view the customer list and select the customer for your order.
  2. The default currency will automatically populate.
  3. Add/review Order Reference.
  4. Add/review Notes.

Click [Create]

Add Quantities to the order

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