Quick Order and Order Upload

Welcome

In this module, you will learn how to set up your Configured Commerce site to allow your users to make large orders quickly and efficiently, without searching your site for each individual product they want to order.

After completing this module, you should be able to:

• Build and use the quick order page or widget
• Describe the order upload functionality
• Identify how to turn on order upload
• Submit orders using the order upload functionality

Why use Quick Order and Order Upload?

Using these features buyers can quickly place orders and upload bulk items without navigating through extensive catalogs. This enhances the shopping experience and boost sales by simplifying the order process for frequent or high-volume buyers.

How do I benefit from Quick Order and Order Upload?

Here's how these features benefit different roles:

• Merchandiser: Quick order and order upload provide insights into frequently ordered products, allowing merchandisers to fine-tune inventory levels and product availability. These features also simplify order management, enabling merchandisers to focus on strategic planning and enhancing product offerings.
• Buyer: Buyer's can save time and effort with the ability to quickly place orders and upload bulk items. These features minimize the chances of errors and enhance the shopping experience, particularly for those who purchase frequently or in large quantities.

Quick Order

The Quick Order page (or widget, depending on how you have your site set up using the CMS) is designed so frequent website users can quickly search for, view, and add items to the cart all from one place.

Read the article below to learn how to use quick order feature in Configured Commerce.

Order Upload

The Order Upload functionality allows users to submit bulk orders on the website quickly and easily. This is helpful for users who frequently order the same or similar products on a regular basis. Rather than searching for products and manually filling their carts, users can upload their order and submit it for processing.

Read the article below to learn more about order upload in Configured Commerce.

Set up order upload

To enable the Upload Order link on the Quick Order page, first you need to turn on the the Order Upload setting in the Admin Console.

Visit the link below to see how to enable the Order Upload functionality in Configured Commerce.

Read the article below to learn about messaging options related to Order Upload functionality in Configured Commerce.

Submit an order using Order Upload

The following walkthrough will show you how to submit an order using the order upload functionality in Configured Commerce.

Try it

It’s time to play in the Configured Commerce sandbox!

The following practice exercises take place in the Knowledge & Learning training site. Before jumping in, please log in to the Training site using the following credentials:

• Username: TrainingUser
• Password: Opticon1!#

After logging in, do the following:

1. Add five items to your cart using the Quick Order page or widget.
2. Enable the Order Upload functionality in your commerce instance
3. Submit an order using the Order Upload functionality

Wrap up

Congratulations! You have completed the Quick Order and Order Upload module. You should now be able to:

• Build and use the quick order page or widget
• Describe the order upload functionality
• Identify how to turn on order upload
• Submit orders using the order upload functionality

Learn more

While we covered a lot, there's always more to learn about quick order and order upload and how to work with them!

Check out the below link for an up-to-date collection of helpful guides and technical documentation.