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Taking Orders

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.

Next we’ll look at the Shipping Instructions field.

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.

ApparelMagic also allows you to check relevant information when creating orders.Click Show Inventory to bring up SKU levels in your inventory.

After selecting one of the items in your Item Entry tab, the inventory levels will appear in the matrix at the bottom of the screen. Here you can see total inventory as well as available quantities.

The first row shows your total inventory on hand while the other three rows show units Available to Sell, Available at Due Date, and Available to Allocate.Click Hide Inventory to close the inventory details.

You can also overwrite prices of your products at the SKU level in individual orders. We’ll demonstrate by simply clicking the price of the SKU.

Next, you may enter the desired price in this field. Notice how the total price changes in the Total field.

If you would like to consistently offer your customers different prices, you may assign them Price Groups in the Customers module and specify prices in the Product records.

When you are ready to move on, 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 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.