Creating an order

You can manually create orders as needed for your business operations.

For example, you might need to create a sales order for someone over the phone or create a transfer order to transfer items from a regional distribution center.

Procedure

  1. Log in to Order Hub.
  2. Click Orders > Outbound to create a sales order, or Orders > Inbound to create a purchase order.
  3. Click Create order.
    Note: You are currently working on a draft order. The draft order is saved whenever you click Next or Previous as you go through the Create order flow.
  4. Complete the Order details section.
    1. Enter the order header details.
      Description of fields for the Order details section
      Field Description
      Enterprise The enterprise that is to handle the order.
      Document type The type of order that you are creating. For example, Sales order, Purchase order, or Transfer order.
      Order type The order type. This field can be customized as needed. For more information, see Defining order types.
      Buyer organization The Buyer placing the order. Use this field for B2B orders where you have a buyer organization defined.
      Seller organization The Seller organization that the order is being placed from.
      Order number The order number to use. If you do not specify a value, an order number is generated for you.
      Currency The currency with which any transactions are to be handled in.
      Order name The order name to use.
    2. Specify customer information.
      Load existing profile
      Specify the customer first/last name or email address that is associated with the profile that you want to load. A profile can have multiple addresses with different names and emails. When you search for an existing profile, the search does not query through the addresses within the profile. Select a result from the search.
      To search by using other attributes such as customer ID, Organization name (for business customers), or postal code, click Advanced search.
      Create profile
      Create a profile that you can use for the current order and for future orders.
      Continue without profile
      Specify the customer information to use for the current order only.
  5. Complete the Add to order section.
    You can add products in various ways.
    • Use the Item search field and enter two or more characters of the Item ID or description. The system auto suggests results that match your text when you do not type anything after 1 second. A maximum of five results is displayed. If there are more results, you can click View all to view more results.
    • Use the Advanced search button to search for an item by using other methods. For example, by master catalog ID or product class.
    • Upload a CSV file with a list of items to add.
    If a catalog index is configured for your enterprise, ensure that the catalog index is up-to-date. If the index is not up-to-date, the search results might not return the expected items. For example, if you added a blue shirt to a category but did not rebuild the index, the search results will not include the blue shirt. For more information, see Catalog index building .
  6. Complete the Manage lines section.
    Review or update lines. For example, change delivery method, specify ship node, or update quantity. To edit multiple lines at the same time, click the checkboxes for the rows that you want to edit and then click Edit lines.
    Note: To add more information to the order that you cannot add in this wizard, click the Advanced editor icon (A picture of a square with an arrow starting from the middle, pointing out to the top right of the square). This icon opens up the Order details page where you can edit more fields.
  7. Complete the Manage charges section.
    You can manually add charges as needed. For example, add a discount or add a personalization charge for custom orders.
  8. Complete the Payment details section.

    Specify the payment rule and payment method to use for payment processing and collection.

  9. Review the draft order. You can edit by clicking Previous or the edit icon (Edit icon looks like a pencil) next to the section that you want to modify.
    You can also click Add note from the Order summary panel to add any additional information about the order.
  10. Click Confirm to confirm and create the order. The order status is set to Created.
    If you do not Confirm, the order stays in Draft Order Created status. To resume the draft order, use the order search page to search for the order number.