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Taking Orders

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Click <b>Orders</b> to view the Orders module. &nbsp;

You will see all orders on this screen. Click <b>New</b> at the bottom toolbar to create a new order.

On the New Order page, choose a customer using the&nbsp;<b>Customer</b> field drop down menu.<br><br>Customers that have been previously set up in ApparelMagic Cloud will be selectable. If you'd like to add additional customers, <a href="https://apparelmagic.com/tutorial-8/">you may do so in the </a><b><a href="https://apparelmagic.com/tutorial-8/">Customers</a></b><a href="https://apparelmagic.com/tutorial-8/"> module.</a><br>

Users with <b>Normal</b> and <b>Admin</b> privileges can select from any customer in the system.<br><br>Users with <b>Admin</b> privileges may restrict other users to work with only specific customers by assigning them the&nbsp;<b>Salesperson</b> permission group. <a href="https://apparelmagic.com/administration-tutorial-1/" title="Link: https://apparelmagic.com/administration-tutorial-1/">You can learn how here.</a><br>

<b>Salespeople</b> will see only customers that they have been assigned.<br><br>For our example, we will choose New York Knits from our list of customers, which was previously created in the Customers module.<br>

Add a date to the <b>Date Start</b> 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 <b>Date Due</b> 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 <b>Discount</b> on their order. These are entered as a percentage, and can be given on an order-by-order basis.<br><br>If you would like to give a discount for a dollar amount, you can use an AP Debit Memo (found under&nbsp;

Click Next to move on to <b>Shipping information.</b>

Click the <b>Ship To</b> 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 <b>Shipping Instructions </b>field.

On the <b>Shipping Instructions</b> field, you may enter any associated directions needed to ship the item. This field will be shown on the order form when you print it out.

Click <b>Finish</b>&nbsp;to move on to the next tab.

The Billing tab is an overview of the order. We'll add a&nbsp;<b>Season</b>&nbsp;to the order to keep track of the customer's order history.

In the <b>Freight</b> field, we'll enter the shipping cost.

The <b>Misc Charge</b> 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 <b>Qty</b> field we can enter the quantity of bags.

In the <b>Rate</b> field we can enter the cost per bag. These fields can be used for any miscellaneous charge. Simply enter 1 as the <b>Qty</b> if it is a single charge for the entire order.

Notice how the <b>Misc</b> and <b>Total</b> fields automatically calculate the new order total. Click&nbsp;<span><b>Save</b> before continuing.</span>

Click on the <b>Shipping</b> tab to continue.

This page contains all information related to shipment. We'll add additional notes to the order in the <b>Private Notes</b> field.

You may select <b>Shipping Terms</b> for the order.&nbsp;<span>Shipping terms are typically used to define who will be paying for the shipping costs of the transaction, and when.<br><br>Users with administrative privileges can create shipping terms in <b>Settings &gt; Dictionaries</b>.</span>

Click <b>Save</b> before continuing on to the <b>Item Entry</b> tab.

Click the <b>+ New</b> 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 <b>Style</b> drop down menu.

We'll select the <b>BLU</b>, 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 <b>Total</b> column will update with total units and prices.

We'll add the second colorway using the same method.<br><br>

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

After selecting one of the items in your<b>&nbsp;Item Entry</b>&nbsp;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.

Next, you may enter the desired price in this field. Notice how the total price changes in the&nbsp;<b>Total</b>&nbsp;field.

If you would like to consistently offer some customers different prices, you may assign them&nbsp;<b>Price Groups&nbsp;</b>in the&nbsp;<b>Customers</b>&nbsp;module and specify prices in the&nbsp;<b>Product</b>&nbsp;records.<br><br>You can learn how to use price groups in&nbsp;<a target="_blank" rel="nofollow" href="https://apparelmagic.com/tutorial-8/" title="Link: https://apparelmagic.com/tutorial-8/">this tutorial</a>.

You may also set up volume discounts, or Price Breaks, for items in higher quantities. <br><br>This can be done by users with administrative privileges in the Settings module under <b>Settings &gt; Accounting</b> on the <b>Price Breaks </b>tab.

In addition to adding units to orders individually, if you have Prepacks created for your styles, you can add a size assortment all at once.<br><br>We've added a third colorway to demonstrate. Simply click&nbsp;<b>Add a Prepack</b>.

In this window, we'll select our prepack's name. You can create additional prepacks by going to the <b>Prepack</b> tab in the style record.<br><br>You can learn how to create a new prepack in <a href="https://apparelmagic.com/tutorial-5/" title="Link: https://apparelmagic.com/tutorial-5/">this tutorial</a>.

Next, enter the quantity of prepacks you would like to add to the order in the <b>QTY</b> field. You can preview the quantity of units included in the prepack below.<br><br>Click <b>Ok</b> to continue.

As you can see in the matrix, the size assortment has been added to the order.<br><br>You can still edit any of these quantities by clicking on the individual fields for each size.

You may remove any item from your order by clicking the <b>X</b> button in the rightmost column above the quantity.

When you are ready to move on, click <b>Save</b> before continuing on to the<b> Item Detail </b>tab.

This page allows you to view all SKUs and their status as canceled (Cxl), allocated (Alloc), picked, or shipped.<br><br>It also enables you to mark SKUs as taxed or untaxed.<br><br>If all details look correct, move on to the <b>Commissions</b> tab.<br>

Since this customer has a default salesperson assigned, they will automatically populate on this page. <br>

These details can be revised by users with <b>Normal</b> or <b>Admin</b> privileges.&nbsp;<br><br>Users with <b>Salesperson</b> privileges can view this page, but will not be able to modify it.<br><br>Click the&nbsp;<b>Salesperson</b>&nbsp;to edit.<br>

Note that the<b> Commission Rate </b>here&nbsp;is set for 4%. We will update it to 3%.

Note that the <b>Amount</b> updates when the commission is revised. Click <b>Ok</b> to continue.

Click <span class=""><i><b> </b></i><b>Save</b> before continuing.</span>

You may print or email the order using the <b>Share</b> button at the bottom of the screen.<br>

Click&nbsp;<span><i><b></b></i><b>Print</b>&nbsp;to print your order or save it as a PDF. You also have the option to email your order on this menu.</span>

You may print or save your order as a PDF using the <b>Print</b> button.

The remaing tabs in the Orders module are for&nbsp;<b>Deposits</b>,&nbsp;<b>Pick Tickets</b>, and&nbsp;<b>Invoices</b>. We will cover these when we invoice, collect payment, and pick the order.

This concludes the ApparelMagic Taking Orders Tutorial.<br><br>Now that we've walked you through taking an order, try taking an order using the products and customers you've created.