A short video to demonstrate how you can create a quote for your customer, and once approved, easily turn it into an order.

1. PRODUCTION QUESTION – If you see this (see below in yellow) it means we have a question about that line item on your order.  To resolve the issue please give Customer Service a call (800) 699-4436 x555.

   

2. CREDIT STOP – If you see this (below in yellow) it means your account is not up to date per our payment terms.  To resolve this issue give our Accounting group a call at (800) 699-4436 x556.

   

1. Once you configure a product and click add to order you are brought to the order review screen, from here you can either duplicate this line item or add a totally different product
2. To duplicate the line item – in the bottom right you will see item action drop down – pick duplicate
   
   1. After you duplicate the line item you choose the red edit under the product description to go back to the product configuration page.
3. To add a totally different product from the order review screen scroll down to the bottom of the page and click the (+) Products button  this will bring you to the product menu where you can choose any product within our database to begin configuring.

• Essentially, behind the scenes Blackinton had to fix something on the order. To do this, we temporarily put the order in cancelled status, make the correction, and then flip the order back to confirmed status. The systems are talking to each other during this time, so you happened to catch the order in the cancelled mode

• We are sorry for the confusion this is causing. We will look at changing the terminology as to not set off alarms. As mentioned, within 24 hours you will see that the order is in confirmed state (on the factory floor), if you do not give customer service a call to check on the order.

1. Go to the Quote Dashboard and find the quote you would like to convert to an order
2. Under action choose Order, a window will pop up asking if it is ok to convert the quote to an order, click OK
3. Your quote number (W700…) becomes your order number
4. On order review page you can make any changes you may need and proceed to process order
   1. Click finalize
   2. Pick shipping location
   3. Click continue
   4. Click submit

• Go to either the Confirmed or Shipped tab on the Order dashboard
• Find your order, and on the far right under Action click View on the drop down menu
• Each line item (bottom center) has Factory Order Numbers, the numbers are hyperlinks.
• Click the hyperlink and a window will open up showing the actual factory ticket
• In the upper right hand corner of the factory order there is a Sched Ship: this is the scheduled ship date
• If the item has shipped scroll down to the bottom of the factory order ticket
  • You will see the date it shipped with a tracking number, click on the tracking number to open the FEDX  or UPS sites to track your shipment

• You will be brought to the New Order screen where you pick which customer this order is for.
• Enter your PO# (if you don’t have one the system will auto-generate a number)
• You can put in your customer’s PO if you’d like or skip it
• You can name your order: i.e., 2017 recruits
  • You can search all aspects of an order so naming will help find it at a later time
• If the order is not a customer order; i.e., you are purchasing stock for your store click NO next to is this a customer order and you will bypass having to pick a customer
• Search for your customer under Choose Customer by starting to type your customers name, the system will search while you type, then click on the customer address box to select
• Once on the product page search for the item you would like to purchase
  • You can search by style number or key word – please note Blackinton Style numbers syntax are typically
  • LetterNumber-Letter; i.e., B736 or B736-R  There is not dash between the first letter and number
• Configure your product and add it to order

• ALL – A master listing of all your orders regardless of the state of the order
• RECENT – Lists from top to bottom the most recently opened / worked on order
• DRAFT – Lists all orders being configured, that have not been submitted
• REVIEW – Lists all orders in “review” state which is draft, EXCEPT review allows for one click submission
• SUBMITTED – You have placed the order, you have 1 hour to recall it back to draft if there is an error on it (You would just need to pick RECALL on drop down menu and the order goes back to draft status)
• CONFIRMED – Blackinton has reviewed the order and it is being manufactured
• SHIPPED – Your order is on its way
  A multi-line item order is moved to shipped once the first line item on that order ships – it doesn’t necessarily mean the entire order shipped. You will need to look at each line item for status.
• CANCELED – Lists all orders that Blackinton has canceled upon your request