Place Retailer Order
Navigation
Dashboard >> Sitemap >> Transactions >> Place Retailer Order
Or
Menu Bar >> Hamburger Menu >> Transactions >> Place Retailer Order
Introduction/Purpose
The “Place Retailer Order” module marks a significant step forward in continuous commitment to improving the ordering process for retailer customers. This underscores our dedication to innovation and customer-centric solutions. This module aims to simplify the procurement process and foster stronger customer relationships in this initiative.
Dependencies
- System Performance: System should respond properly to retrieve data from the databases and process data accurately.
- Databases: The reports depend on the accurate data of several databases like Customer Company, Retail Station, Inventory data of different lubricants and other products.
- Proper Data Management: Proper data retrieval mechanisms are responsible to ensure efficient order place.
Place The Retailer Order
To place the retailer order, follow the below steps:
Step 1: To open the place retailer order form, there are two ways:
- Click on the “Place Retailer Order” under the “Transactions” module under the Hamburger menu as shown below.
- Click on the “Place Retailer Order” from the site map under the “Transactions” module as shown below.
Step 2: Search & Select a retailer company, as shown below.
Step 3: Select a shop, as shown below.
Step 4: By default “Company Delivery” option will be there for delivery, as shown below.
Step 5: If “Self Pickup” is selected for delivery, it is required to select a “Warehouse” and “Pickup/Delivery Date”, as shown below.
Step 6: Select the quantity and “Add To Cart” for the Lubricants and Other Products, as shown below.
Step 7: 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 8: In the Order Summary Page, Enter a valid Coupon Code and click On “Apply” button, as shown below.
Step 10: Click on the “Place Order” button to place the retailer order, as shown below.