After your client sends you the orderlines, you can customise them and send them to the contractual partner to assign empty steps.
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 the contractual partner. The orderlines are grouped per contractual partner and per product group. This makes it easier for you to customise orderlines in bulk.
You can choose between confirming or customising the orderlines:
Confirm: the orderline(s) is sent immediately to the contractual partner.
Customise: you are able to customise the supply chain and add a 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. Please note, that after confirming the orderlines, you cannot customise the orderlines in bulk anymore.
Customise orderlines
On the pending tab, you can click on the button Customise to first add your nominated partner(s) 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 popup.
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.
To assign your partner to a step, click on the step. In the popup, you can view all your partners in the list. Click on the right partner to assign them to the step. If your partner is not listed, you can invite a new partner.
Continue this process until you have customised the steps you want. They will turn blue with a green dot.
You can confirm the customised supply chain by clicking on confirm. The orderlines are sent to the contractual partner to complete.
Need more help? You can get in touch with us via chat or contact us via email at [email protected].