Place C&I Lubes Order

Created on Oct 11, 2023 | By Vicky
Last Updated on Oct 11, 2023
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Place C&I Lubes Order

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Dashboard >> Sitemap >> Transactions >> Place C&I Lubes Order

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Menu Bar >> Hamburger Menu >> Transactions >> Place C&I Lubes Order

Introduction/Purpose

The Place C&I Lubes Order module is a significant step towards providing a modern and efficient ordering experience for the C&I customers. This module aligns with our commitment to innovation and customer-centric solutions to order the lubricants. It enables smoother procurement processes and fostering stronger customer relationships through this initiative.

Dependencies

  1. System Performance: System should respond properly to retrieve data from the databases and process data accurately. 
  2. Databases:  The reports depend on the accurate data of several databases like Customer Company, Retail Station, Inventory data of lubricants of the different warehouses  etc.
  3. Proper Data Management: Proper data retrieval mechanisms are responsible to ensure efficient order place.

Place The Order

To place the c&i lubes order, follow the below steps:

Step 1: To open the place c&i lubes order form, there are two ways:

  1. Click on the “Place C&I Lubes Order” under the “Transactions” module under the Hamburger menu as shown below.
  1. Click on the “Place C&I Lubes Order” from the site map under the “Transactions” module as shown below.

Step 2: Search & Select a customer, as shown below.

Step 3: Select a delivery site as shown below.

Step 4: By default “Company Delivery” option will be there for lubricants delivery, as shown below. If “Self Pickup” is selected for lubricant delivery, it is required to select a “Warehouse” and “Pickup/Delivery Date”, as shown below.

Step 5: Select the quantity and “Add To Cart” for the Lubricants and Other Products, as shown below.

Step 6: Users can clear the cart by clicking on the “Clear Cart” button or can proceed with the cart by clicking on the “Next” button, as shown below.

Step 9: Enter a valid Coupon Code and click On “Apply”  button, as shown below.

Step 10: Click on the “Place Order” button to place the order, as shown below.

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