Create an Order

In this Tutorial you will learn how to order material on the Partners’ Portal.

1) Once you are logged into the Partners’ Portal click on “Orders” in the top menu bar

2) On the Order Landing Page Click on the “Use New Order Entry” Button

3) As a Fabricator you will almost always use the Stocking Order option for ordering your material.  Click on the “Create Stocking Order” button to create your order.

4) On this screen you will select your material to order.  In this example lets assume the kitchen takes 3.5 sheets of HI-MACS tambora, an arctic white 3118 sink, 2 adhesives, and a care and maintenance kit.

5) Next to “Search” you can choose what type of material you need.  I generally search “All” and type in the color I want so that it will return not only that color sheet goods but also the corresponding adhesives, silicones and other items that go with that color. When you see the material options pop up you can begin entering the quantities you need.  For example here I am ordering 3 full sheets, 1 half sheet, 2 Cream adhesives and 1 care and maintenance kit.

6) Once you have entered the quantities you are needing you can click on “Add” next to each box to add them to your “Shopping Cart.”  You will know the item has been added when the green arrow appears next to the box.  Now we need to search again for the Arctic White 3118 kitchen sink.

7) In the search area choose “all” again and type in “3118″ in the search box.  Then click on the “Find” button.  You can then repeat step 5 and 6 to add the sink to your shopping cart.  You can repeat these steps to add any and all items you need to order for the job in question.

Once you have added everything you need, click on the “CHECKOUT” button in the upper right.  This will take you to the final steps to complete your order.  In this example the “(5)” next to “CHECKOUT” indicates that you have five items in your cart.  This does not count sheets individually – for instance the 3 full sheets count as one (1) item.  So don’t panic if you were to order 20 sheets of material and you only see “(1).”

Now you will be taken to the final steps to complete your order.  On this page you will select any promotional pricing or special pricing you want to apply to your order.  In this example we are applying the promotional “Sink Into Freedom 2011″ pricing to our order.  If you do not make a selection the program defaults to no promotions.  If you have received special pricing for a project you can apply those prices to your order under “Available Project Codes.”  You must select a promotion or project code or your special pricing will not be applied.

Once you are done click on “Save and Continue”

9) On the Customer screen you can fill out the customer information if you like or you can leave it blank.  The choice is yours.  Once you are done click on “Save and Continue.”

10) One the Responsible Party page you can chose who the seller, installer and fabricator are.  Select the company that is responsible for each process.  If dealer sold the project and you do not see that specific company as a choice on your page, you will need to add them.  You can do so by clicking on “Manage my Connections.”  There is also a tutorial on this located HERE.

Once you have made your choices click on “Save and Continue”

11) If you have any notes you would like to attach attach them on this page – Notes and Attachments.  For example if you want to will-call the order please note this in this area.

Once you have added any notes or attachments click on “Save and Continue”

12) On the shipping page enter the Purchase Order Number you wish to use, your shipping location and your Requested Ship Date.  Even if you want to will-call the order choose your place of business to have the material shipped to.  Be sure you made a note on the previous screen that you want to will-call.

Once you have entered your selectiosn click on “Save and Continue”

13) On the last page you will review your order.  Make sure everything looks correct.  If there are any issues, you can click on the “edit” button to the right of the section you wish to modify.

Once your order is correct click on “Submit Now.”  Your order should be complete.