Creating Orders

When you place an order on PHconnect, you can either create a new order or you can load a saved order. The items on the orders are displayed in order carts for the corresponding division and/or source location. You work with the order carts to submit the orders to your partnered divisions.

A cart is an individual order section, showing items already added to an order. Order carts are listed on the screen just above the Quick Order Entry section and are separated out by division and/or source location. Each cart is submitted as a single order.

Creating New Orders by Adding Products to Order Carts

If you don't know the exact part numbers for your new order, use the Catalog Search functions to find products. Select Catalog Search off the gold menu bar and use the online help for those screens.

If you want to order configured parts, use the eConfigurator function to configure and order products. Select Engineering Tools then eConfigurator off the gold menu bar and use the eConfigurator online help.

If you know the part numbers and are ordering from a quote, see Ordering from Quotes.

If you know the part numbers but do not have a quote, see Adding Items with Quick Order Entry.

Creating New Orders from Saved Orders

For more information on working with an order template (a PHconnect order that has been saved for future re-use), see Using Saved Orders.

Adding Line Items to Orders

Either before or during the time you are working with order carts, the flexibility of PHconnect provides you with several ways to add products:

• Add items through Quick Order Entry

• Add items to orders directly from the Catalog Search, Product Search, and Product Information screens

• Configure and order a configured part from the Catalog Search function

You can go back and forth between any of the Catalog Search functions and Place an Order.

For more information on these options, see the help on the corresponding screens.