Create an Order
Learn how to create, edit, and send off a purchase order in Moselle. This step will also include utilizing all your order details in an order.
Navigation
To access your Orders, select the "Orders" feature from the left-hand menu on your dashboard.
Click “Orders” on the left side menu.
On the Orders Page, click “Create Order” in the top right corner.
There will be three selections available to you:
Draft Order - This option allows you to create a new production-run project.
Production Planning - This option allows you to create a production and convert it into an order afterward.
Import Order - Upload your Purchase Order all at once.
Choose the Draft selection to begin creating your order.
Create an Order Setup
Select a "Draft Order" to begin editing a new production order. This will open up the edit order page where you can begin to enter all your item details. Choose a supplier, country of origin, target delivery date, order delivery date, and currency to get started on setting up your order.
Include a Shipping Address
Click on the gear icon beside the currency drop-down menu to add a shipping address. This shipping address will carry over to your final order export before you send it off to your supplier or manufacturer.
Adding Items to an Order
Search up an item by SKU or name in the item drop-down menu, then enter your unit, item quantity, and cost.
Updating Items on an Order
Click on any lined items in the "Items" table at the bottom of the page, and that item will appear in the "Add Item" entries. You can then update any of the fields and click on the green "Update Item" button to finalize your entry.
Adding Custom Fields
Custom fields give you the ability to add any additional fields that are not currently included in the "Add Item" entries. Click on the "Add Custom Fields" to include additional entries. For example, color, size, unit of measure, etc. Once added, the custom field will appear in the "Items" table below as new columns.
Notes and File Uploads
At the bottom of the Edit Purchase Order Page, you can enter additional detailed notes of your supplier or manufacturer. Additionally, you can upload any other documents to the purchase order.
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