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]

#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

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

You can now email your customer the order details and submit the order to Zedonk Web.