Start a sales order from the cart
When the cart holds the products, quantities and prices a customer has agreed to buy, hand it to a sales order. You can create a new sales order from it or add its lines to an order that already exists. Either way the cart is emptied and the order opens for you to finish.
Create a new sales order
Section titled “Create a new sales order”- Click the cart icon in the top bar (or View Cart on the catalog) to open the Shopping Cart.
- Click Add to Sales Order.
- Choose Add to New Sales Order. There is no form and no confirmation; the sales order is created at once.
1Click the cart icon in the top bar to open your cart.
2Click Add to Sales Order.
3Choose Add to New Sales Order. A Draft order is created at once, with no form.
4The new Draft sales order opens in edit mode with your cart lines as its items.
5Finish the sales order here. The cart is now empty.
Watch this as a video (create a new sales order from the cart)
The new sales order opens in edit mode as a Draft with your cart lines as its items and no company, jobsite, supply point or customer yet. Fill those in there and save; see Sales Orders.
Add the cart to an existing sales order
Section titled “Add the cart to an existing sales order”- Open the Shopping Cart.
- Click Add to Sales Order and choose Add to Existing Sales Order. The Add To Existing Sales Order dialog opens, listing the orders that can receive items.
- Find the order: type in Search sales orders by number, client, or project… or pick a status in the Status list (All statuses, Draft, Sent or Confirmed; All statuses is the default).
- Click the order’s row to select it.
- Click Add Cart to Sales Order.
1Click the cart icon in the top bar to open your cart.
2Click Add to Sales Order.
3Choose Add to Existing Sales Order. A dialog lists the orders that can receive items.
4Search by order number, client or project, or narrow the list by Status.
5Click the order to select it. Draft, Sent and Confirmed orders are listed.
6Click Add Cart to Sales Order.
7The sales order opens in edit mode with the cart lines added to its items.
8Finish the sales order here. The cart is now empty.
Watch this as a video (add the cart to an existing sales order)
The dialog’s columns are Order Number, Company, Project, Supply Point, Total, Items, Status and Created; click a header to sort. The search and status are cleared each time the dialog opens. If no order qualifies it reads No eligible sales orders found and Only Draft, Sent and Confirmed orders can receive more items. If the list cannot be loaded it reads Couldn’t load sales orders. Click Cancel or the × to close the dialog without adding anything.
What happens next
Section titled “What happens next”- While the order is being created or updated, the cart page shows a spinner; then the cart is emptied and the sales order opens in edit mode with the cart lines added to its items, each at the quantity and unit price from the cart.
- If creating the order fails you see Could not create the sales order. Please try again. If adding to an existing order fails, the dialog stays open with a red message (Could not add items to the sales order. Please try again. unless a more specific reason is given) and your selection kept, so you can try again.
- If the order was created or updated but the cart could not be emptied, you see Sales order created, but the cart could not be cleared. or Items added, but the cart could not be cleared. The order is fine; remove the cart lines by hand.
- If the order was created or updated but could not be opened, you see Sales order created, but it could not be opened. or Items added, but the sales order could not be opened. Find it in Sales Orders.