Adding orders to Clixon, which were placed outside of the application

Adding orders to Clixon, which were placed outside of the application

This article will quickly explain how to enter an Order to Clixon, that was placed outside of the application.  There are many reasons this will happen, but your end goal is to have the Order history in Clixon.  This is very easy to do, it doesn't vary much from the normal process of creating any other order, let's get started!

Adding an Order to Clixon that was placed outside of the application:

  1. Start off by going to My Catalog or Shop Now.
    1. The only difference is that you will only add products from the Vendor Invoice you have in front of you.
  2. Add the products from the Order or Vendor Invoice, to the Cart.
  3. If any products you need to order do not exist in Clixon, send us the information and we will add them (See Below for details).
  4. Once all products are in the Cart, go to the Cart and click Create Orders.
  5. Before you click the Order Products button, make sure you change the Order Method to Phone or Website.
    1. If do not do this you might actually SEND or Re-Order the products, because the Vendors' default Order Method might be set as Email or Online (integrated vendors).
  6. After you Place the Order via Phone or Website, you can Receive the order and Reconcile / Close or Export when you are ready.

Adding new Products to your Catalog

If you did need to Add any new Products to your Clixon Catalog, we are happy to do that for you, we just need the following information:
  • Vendor name
  • Vendor SKU (product/item #)
  • Price - the price you pay or paid
  • Description - each product description is good to have as well but not required.

    • Related Articles

    • Receiving Orders

      Receiving Orders As packages arrive from your Vendors you will want to mark them as Received in Clixon. Begin by locating the corresponding Orders found on the Orders - Receive page. Click on the Order you need to open it and to view all the products ...

    • Recurring Orders

      Creating Recurring Orders for a Vendor: To create a Recurring Order you start by adding the products you want to order from a specific Vendor to a new Cart. Once all of the products for the Recurring Order are in your Cart simply click the Create ...

    • Batch Scanning Products and Uploading to Clixon

      Scanning and uploading to Clixon using the Opticon 2004 batch scanner Tips about scanning and removing barcodes from the Opticon 2004 batch scanner Scanning barcodes with the big button or "trigger" will store barcodes on the scanner. While scanning ...

    • Receiving Orders

      Tutorial Video Link - Receiving Orders Video

    • How Clixon can help you by Importing Products to your Catalog

      At Clixon, we strive to make your data as complete and as accurate as possible. We are always happy to help you add products to your Catalogs, at no extra fee. Whenever we import/add products for our customers, we spend hours gathering accurate ...