Submitting Orders

Submitting Orders

When Orders are initially created they will be in a status of Orders - Not Submitted

• If you have permission to Submit Orders, go to Orders - Submit (found in the left menu)
  
• Or you can choose the Orders Not Submitted link from the Priority widget on your Dashboard.
• Click on any Order found on the Order - Submit page to open it and to see all of the Products on the Order.
  

You are now able to review, edit, or when ready, click the Order Products button to place the Order.

 

Remember to verify the Order Method, and if this is set to Email, make sure the correct Email Address is entered.

1. If the Order Method says Phone or Website, please understand that the system will not be Sending the Order to a Vendor.
   
2. Only the Email and Online Order Methods will actually Send the Order off to the Vendor.
   
3. For non-Integrated Vendors Email is the only Order Method that will send the order off to the Vendor
   

• Related Articles

• Creating & Submitting Orders

  Tutorial Video Link - Creating & Submitting Orders Video

• 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 ...

• Receiving Orders

  Tutorial Video Link - Receiving Orders Video

• 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 ...

• Reconcile / Close (or Export) Orders

  Tutorial Video Link - Reconcile / Close (or Export) Orders Video