After uploading your orderlines, you can send the orderlines to your partners to assign the supply chain partners.
On the Orderlines page, under the pending tab, you will find all the orderlines that have been uploaded and are ready to be sent to your contractual partner. The orderlines are grouped per contractual partner and per product group. This makes it easier for you to customise orderlines in bulk.
Select contractual partner
On the pending tab, to assign to a contractual partner: you can choose a contractual partner from your list or invite a new partner to the platform.
Under the needs review section you have two options:
Confirm: this means the orderline(s) is sent immediately to the contractual partner.
Customise: you are able to customise the supply chain, and add an agent, your nominated supplier or warehouse for example.
Confirm orderlines
On the pending tab, you can click on the button confirm to directly send the orderlines to the contractual partner.
Customise orderlines
On the pending tab, you can click on the button customise to first add your nominated partner(s) and/or agent to the supply chain in bulk before confirming the orderlines to the contractual partner. Follow the following steps:
Click on Customise.
Select the orderlines you want to customise in the bulk select modal.
The customise supply chain popup opens. A template of a supply chain is shown with two parallel supply chains for trims and accessories. You can delete a step by hovering over the step and clicking on the bin button. You can add a step by clicking on the + icon between each step. You can select and drag a step along the chain to change positions. You can add an extra parallel supply chain by hovering over a step and clicking on add chain.
It is also possible to add an agent by clicking on the Add agent button. Select your agent in the popup or invite new (*skip this step if you are not working with an agent)
To assign your nominated partner to a step, click on the step. In the popup, you can see all your partners in the list. Click on the right partner to assign the
Continue this process until you have customised the steps you want. They will turn beige with a green dot.
You can confirm the customised supply chain by clicking on confirm. The orderlines are sent to the contractual partners to continue.
Need more help? You can get in touch with us via chat or contact us via email at [email protected].