The Order Form in Craftable helps you manage purchasing by displaying each item’s current stock level and quantity on any open orders. You can filter the view by category, storage area, vendor, or stock quantity to streamline your ordering process.
Using the Order Form
Add items to a new order by clicking on the Plus icon and confirming the desired purchase unit. Quickly find items by filtering at the top by storage, category, subcategory, items below or above par, and vendors. See a quick overview of all new orders by clicking the green Orders button at the top of the page.
Using the Order Form
- Click Orders > Order Form from the navigation.
- Locate the desired items & click the + symbol to the right of each item.
- Click your desired purchase unit and Vendor to select. We'll even recommend a Best Value purchase! Once Purchase Unit has been selected, click +Order at the bottom to add it to your shopping cart.
- Once you are ready to check out, click Orders (with the shopping cart icon) at the top right. This will open up the Orders panel, which shows all of your New orders. New orders are orders that have not yet been Placed.
- Locate your order and select View Order to be taken directly to that order. Alternatively if you'd like to see all your orders click the green View All Orders button at the bottom of the panel.
- Select Place Order to submit the purchase order to your respective Sales Rep.
- Your Sales Rep will receive a confirmation email & text message based on details provided.