This guid will help a new Salesperson get started using Orderwerks. There are only a few concepts to become familiar with to use the platform.
Orders
Order Entry
Shipments
1. Orders
The Orders screen gives you an overview of all Orders you have access to, which depending on your user level and type is likely for your accounts only. You can perform a number of actions from the Order screen such as filter and search for specific Orders as well as toggle on/off visible columns with the button. Clicking the Order Name will bring you to the Order Entry view.
Click
Menu
then Orders
Click
Enter/Select the Order Details (Catalog, Price Group, etc.)
Click
2. Order Entry
The Order Entry section is a core part of Orderwerks. This is where you can enter in all of your order details that your company needs. The Order Entry screen is divided into multiple sections:
Every order goes through a standard workflow process. This process is customized by the company that you’re ordering from. All orders, however start in a Preliminary state.
The Order Details section allows you to configure and manage different options available for orders – PO #, Notes, Shipping Instructions, Ship To and more. The availability of different fields depends on your user type and how Orderwerks is configured for ordering.
There are a number of different ways to perform item lookups in Orderwerks. Some of these may not be available, depending on how Orderwerks is configured, but the lookups available are:
Auto-Complete Lookup
Catalog Viewer
Category Viewer
The order line items allow you to easily build and view your order. Each line item can have up to 4 images, spec files for viewing / download, the ability to add notes, adjust quantities and more.
3. Shipments
The Shipment section consists of Shipment Groups and Shipments. A Shipment Group is what will give you an overview of the Ship To Address, Orders in the Group, and if connected to specific integrations, the ability to retrieve the Shipment Group Invoice.
Shipment Groups give you a top level overview of where an order or group of orders were shipped to and when it was created. If there is an attached Invoice, you can also view it here.
Inside of each Shipment Group are the individual shipments that were sent as part of the group. From here you can view tracking numbers (with clickable links) as well as the actual shipping label.
Every Shipment that’s part of a shipment group are shown in the expanded section below the top level header by clicking the Chevron on the left hand side. This expands down to show the details pertaining to the Shipment Group.
This completes the Customer Getting Started section. Please let us know if this getting started guide can be improved.
