Create Manual Order

 Purpose

The Create Manual Order Screen allows you to create a new order on behalf of another organization. The process is almost identical to creating an order for your organization. The only difference is that you first choose the organization for which you are creating the order. You may only create manual orders for organizations which have an organization type that is not equal to School, State, or HMO.

 Creating a Manual Order

To create a manual order, follow these steps:

  1. Click on the 'manual orders' hyperlink from the Menu Panel on the left side of the Main screen. The Create Manual Order screen displays.

  2. Choose the organization you want to create the order for. You may choose any organization that has complete address information for at least one site associated to it.

  3. Click the Create Order button. The Create Order screen displays.

  4. Enter an amount for each product you want to order. Click the Save button.

  5. Continue with the workflow for the Create Order screen.

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 Information Provided

There is one input field on this screen as the following table describes:

Input Field

Description

Organization

The organization which the user wants to create the new order for. The system only shows organizations with complete contact and address information for at least one of its sites. The system only displays organizations which have an organization type that is not equal to School, State, or HMO.

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 Functionality

The table below describes the one button on this screen.

Button

Description

btncreateorder.gif 

Click this button, and the system takes you to the Create Order screen so that you may continue entering details of the order.

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