It’s one thing for an apparel line to put out beautifully made, trend-right clothes and accessories. It’s another to be able to make a sale. These sales power the business and propel it forward, growing in size with larger assortments, new product categories, and increased profit. The first step is to take an order.
Taking orders from customers is an essential part of running an apparel business. These transactions function as promises with customers, and as such, they must be accurate and detailed. To ensure mutual understanding, unit quantities, payment terms, and due dates are contained within each and every order.
ApparelMagic’s Orders module lets its users take orders from customers quickly and easily. In this lesson, we’ll learn to create an order for a customer. Afterward, try taking an order from a customer you’ve made using all products you’ve created on your own in ApparelMagic.
Click Orders to view the Orders module.
You will see all orders on this screen. Click New at the bottom toolbar to create a new order.
Add a customer to the Customer field.Only customers that have been previously set up in ApparelMagic Cloud will be selectable.
Users with Salesperson permissions should be assigned customers by a system administrator in the User Management module. Only customers they are assigned will be viewable.
We will choose New York Knits, for our example. Please note that customers must have been created in the Customers module before you may take their order.
Add a date to the Date Start field. This is usually the date the order is taken. Note that the date above is automatically filled in to show today’s date.
We’ll add the Date Due as a month from the date the order was taken. This is the day the customer expects to have the order.
For this customer, we’re going to give them a Discount on their order. These are entered as a percentage, and can be given on an order-by-order basis.
Click Next to move on to Shipping information.
Click the Ship To field to add which location to send the order.
Notice how all locations of the customer are available to be selected.
Click green highlight
On the Shipping Instructions field, you may enter any associated directions needed to ship the item.
Click Finish to move on to the next tab.
The Billing tab is an overview of the order. We’ll add a Season to the order to keep track of the customer’s order history.
In the Freight field, we’ll enter the shipping cost.
The Misc Charge area gives you the ability to add other costs to the order. For this example, we’re going to add an extra charge for garment bags.
Using the Qty field we can enter the quantity of bags.
In the Rate field we can enter the cost per bag. These fields can be used for any miscellaneous charge. Simple enter 1 as the Qty if it is a single charge for the entire order.
Notice how the Misc and Total fields automatically calculate the new order total. Click Save before continuing.
Click on the Shipping tab to continue.
This page contains all information related to shipment. We’ll add additional notes to the order in the Private Notes field.
You may select Shipping Terms for the order. Shipping terms are typically used to define who will be paying for the shipping costs of the transaction, and when.
Click Save before continuing on to the Item Entry tab.
Click the + New button at the bottom of the screen to add an item.
Our customer has ordered the same skirt in two colors. We will add the skirt from the Style drop down menu.
We’ll select the BLU, or blue, colorway first.
The size range will appear, and you may enter the desired number of units per size for the order.
When you’ve added all units in the colorway, the Units and Total fields will update.
We’ll add the second colorway using the same method.
Click Save before continuing to the Item Detail page.
This page allows you to view all SKUs and their status as canceled (Cxl), allocated (Alloc), picked, or shipped.It also enables you to mark SKUs as taxed or untaxed.If all details look correct, click the Share button at the bottom of the screen.
Click Print to print your order. You also have the option to email your order.
Click Close to continue.
Click on the Commissions tab to continue.
Since this customer has a default salesperson assigned, they will automatically populate on this page. However, these details can be revised. Click the Salesperson to edit.
Commissions are payments given to a firm’s salespeople as compensation for making a sale. They are generally given as a percentage and are variable throughout theindustry. Note that the Commission Rate here is set for 4%. We will update it to 3%.
Note that the Amount updates when the commission is revised. Click Ok to continue.
Click Save before continuing to the Deposits page.
The final tabs are for Deposits, Pick Tickets, and Invoices. We will cover these when we invoice, collect payment, and pick the order.
This concludes the ApparelMagic Cloud Taking Orders Tutorial.Now that we’ve walked you through taking an order, try taking an order using the products and customers you’ve created.
1. True or False: You should add each product to the order using the Misc Charge field.
Answer: False. Use this field to input additional charges. Products should be added in the Item Entry tab.
2. What is the Freight field used for?a) Shipping Providerb) Delivery speedc) Cost of shipmentd) None of the Above
Answer: c) Cost of shipping
3. True or False: Orders may be printed or emailed.
Answer: True. Choose either option using the Share button.
4. Choosing the Show Inventory button on the Item Entry tab pulls up the following numbers:a) Available to Sellb) Available at Due Datec) Available to Allocated) All of the Above
Answer: d) In addition to all above quantities, this tool also shows the total inventory.