In order to transfer a shopping cart into an order, simply drag the card from the left to the middle column.
Cards that have been moved to the order column are no longer part of the optimisation proposals. Turning line items into an order may result in a different optimisation result. It is possible to move individual items from the shopping cart into the order column. It is also possible to move orders back into the shopping cart.
The detailed view of an order shows all of the relevant order information. Changes can be made as long as an order has not yet been placed. The content cannot be changed once the order has been sent to the supplier.
The current status of the order can be viewed as seen above (1). This status can only be changed by the supplier if the order has already been sent.
Each order contains a billing and delivery address (2). These addresses must be completely filled in before the order can be sent.
Information on order numbers and the end customer order reference (3) is also displayed here. Additionally, you can also assign your own numbers.
Additional options such as drop shipping or partial deliveries (4) can also be selected.
If the order has not yet been shipped, a new retrieval of price and stock data can be initiated (5).
The individual items in the order are listed (6). Generally the sources of supply are clearly identified. This means additional supplier data is displayed below the ITscope product designator, including the supplier's texts, EAN, manufacturer article number and the source of supply ID assigned by the distributor.
A free text field (7), which is printed on the delivery note depending on the distributor, can also be added to an item.
In this view it is also possible to store a free text field for the whole of the order, which is transmitted to the supplier as a comment (8).
The calculated total sum of the order, the non-binding fee for shipping costs and the expected VAT costs are also listed (9).
Details about the supplier, such as contact person, T&Cs or RMA links and other information are listed under 'Instructions by supplier' (10).
Following additional features can be found in the menu (11):
- Archive - archive the order
- Download OpenTrans - download order in the OpenTrans 2.1 format as an XML document
- Copy to cart - copy products from the order back into the cart
In the activities section (12), comments and automatically created entries for events relating to the order are listed. It is possible to write comments relating to the order at any time, regardless of its status.
The purchasing board is continuously kept up to date. Prices and availabilities are regularly retrieved from distributors via the real-time e-services connection.
As soon as an ITscope order has been dispatched successfully, the user that placed the order will receive an order notification sent to their login email address.
Further explanation of the terminology used can be found in the purchasing board glossary.