Customer creating a B2B order

In the Granule B2B orders, your customer can use their phone, tablet or computer to check the availability and price of your products and create an order that is immediately displayed in PANTHEON and ready for processing.

HINT For more information on the Granule B2B orders, see the chapter Granule B2B orders in the technical guide.

Below is a simple example of how to use the Granule B2B orders.

CASE SUMMARY The customer Betty Umbra from Umbra, sole proprietor, wants to create an order for five tents LARA3 with Tecta Ltd. She does this using the Granule B2B orders. In the Granule, she creates a new order, checks the item stock and price and adds the desired number of items. She adds a note to the document and then enters the delivery details, payment method and order number in the section General of the document. Once the order is saved, it is viewed and checked in PANTHEON by Tectas' Head of Wholesale, Sally Sales. The process includes performing the following steps: Opening the form to create an order Entering the items in the order lines Adding a note to the document and checking the value of the order Checking the general information of the order Checking the order in PANTHEON

1. Opening the form to create an order

After logging in to PANTHEON Web, the person responsible selects Sales offers from the main menu and then the option New preliminary invoice/offer from the drop-down menu.

This opens the form for creating a new order.

In next step the person responsible enters the items.

2. Entering the items in the order lines

The person responsible clicks the field Add item and starts typing LARA. When the desired item LARA3 is displayed in the drop-down list, the person responsible selects it.

The list of items shows the price and the available stock of the item for each item line.

After selecting the item, the person responsible enters the desired quantity of 5 pieces in the field Quantity.

The person responsible clicks the icon (Add) to save the item line.

Clicking the button (Save) saves the document.

Once the document is saved, the document is assigned the number 23-0100-00001 and is immediately displayed in the system.

3. Adding a note to the document and checking the value of the order

In the footer of the form New preliminary invoice/offer, the person responsible clicks the button (Note) to add a note to the order.

In the field Note, the person responsible enters the text Please confirm the order ASAP. B and saves the note by clicking the button Save.

The color of the note changes to yellow.

HINT In the same way, you can add a note to each item line on the order. This is done by clicking the icon (Note) next to each item line.

In the document footer, the person responsible can view the total amount, discount, VAT and the amount due.

4. Checking the general information of the order

Clicking the arrow button on the right side of the form opens the tab General.

From the list of the field Payment method, the person responsible selects 2 - Bank transfer.

In the field Deliver via, the person responsible selects 2 - Delivery service - prepaid.

In the field Order, the person responsible enters the order number 123.

The person responsible saves the changes to the document by clicking the button (Save). All changes are immediately displayed in PANTHEON.

5. Checking the order in PANTHEON

The person responsible at Tecta's Wholesale Department can immediately view the created order in PANTHEON, where all the data entered by the customer is displayed.