ORDERING OPTIONS

Learn how to place orders through Punchout, Vendor Catalogs, and Order Forms within Craftable's Unified Platform.

Ordering via Punchout, Vendor Catalogs, and the Order Form remains within Craftable's New Unified Platform. 

Watch the brief video tutorial below to familiarize yourself with the varying ordering options in Craftable's new platform. 

The main three options we will focus on in this article: 

1. Punchout Orders 
2. Vendor Catalogs 
3. Order Forms

Punchout

Punchout orders enable you to build orders directly on the vendor's website while simultaneously generating the order within Craftable for streamlined processing.

1. Navigate to Punchout under the Orders header in the navigation bar.
2. Click on the vendor link to be redirected to the vendor's website. 
3. Build a new order by searching for the item and adding it to your cart.
4. Once done shopping on the vendor site, go to your shopping cart and review your order. 
5. Submit the order. 
6. Place the order once redirected back to Craftable. (The order should now exist as a new order in Craftable.)

After placing the order, the rep designated to the vendor will receive a text and/or email with the order details. 

Once the PO is sent, the order will show in Craftable as a Placed order and will be submitted to your vendor!

Vendor Catalogs

Vendor Catalogs provide a list of vendor items you can link to your Craftable items and purchase units. They update pricing in Craftable and on the Order Form page, ensuring your team sees the most recent prices, even if you haven’t ordered from the vendor recently.

To use vendor catalogs:

1. Navigate to Orders > Vendor Catalogs in the navigation bar. 
2. Click the Vendor name to open the catalog. 
3. Locate your item and press Add to Cart. 
4. Select the quantity and GL account if necessary.
5. Press Order to add the items to an order. 
6. Scroll to the top of the page and press Orders > View Order. 
7. Submit the order. 

Tip: Make sure your Vendor catalog items are linked so that when the vendor releases a new Vendor Catalog with updated pricing, this new price will automatically update the price of the linked purchase unit!

This ensures that if you're ordering on the system you have the most up-to-date price on your order, or if you're doing manual invoices the most recent price is available.

Order Form

The Order form allows you to easily see the best price for items across all your vendors when placing orders. 

To use the Order form:

1. Navigate to Orders > Order Form in the navigation bar. 
2. Locate the desired items & click the + symbol to the right of each item.
3. Confirm the desired purchase unit and Vendor. 
4. Once the Purchase Unit has been selected, confirm the quantity and any associated GL account.
5. Click +Order to add it to your shopping cart.
6. Once you are ready to check out, click Orders (shopping cart).
7. Locate your order and select View Order.
8. Place the Order. 

Once the order has been Placed, the Sales Rep will receive a confirmation email & text message based on the details provided!

Those are just a few of the ways you can place orders on Craftable's Unified Platform. If you have any questions feel free to contact our support team (support@craftable.com) or visit our help center!