Submitting Your Order

Once you have added all items and item details to an order cart, you are ready to submit it to the respective division/source location via PHconnect.

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.

Procedure

1. Recheck all items in the order cart and all added details.

You will have another opportunity to edit this information later.

2. Click Continue.

The Order Information screen appears, where you can enter information for the order header.

3. To change the shipping address to one of the other addresses already on file for your company, click Change Address.

A screen with all existing addresses for your company appears.

4. Click the button to the left of the address you want.

The system transfers you back to the Order Information screen, with the changed address.

5. To change the shipping address to a new address you enter now, click Free Form Address.

A free-form address is not regularly used and therefore not defined in PHconnect. You must enter it manually each time it is used.

The screen refreshes with a series of boxes where you can enter the new address.

6. Type the new address into the address boxes.

7. Complete the applicable information for your order. (Click the items listed below to display instructions.)

The options available to you depend on settings for that partnered division. Your company may not use all the items explained in this list.

8. • Credit card

     NOTE: You can click Cancel at any time to discontinue credit card processing.

     1. 1. Click the image of the credit card you want to use.

     The Enter Credit Card Information window appears.

     1. 2. If necessary, select a different type of credit card to use.

        3. Type the card number in the Credit Card Number box. (Required)

        4. Click the Month arrow and select the expiration month on the card. (Required)

        5. Click the Year arrow and select the expiration year on the card. (Required)

        6. Type your company's street address in the Street Address box. (Required)

        7. Type your company's ZIP code in the ZIP code box. (Required)

     The system calculates the state from the ZIP code value.

     1. 8. Click Process to initiate the transaction.

   • PO number (required)

     Type the PO number for the order in the PO Number box.

   • Quote number

     Type the number of the quote to reference in the Quote Number box.

   • Carrier

     Click the Carrier arrow and select which carrier to use to ship the order.

     Your PHconnect administrator might have set up a default carrier, which appears in this field. You can override the default value and specify any other carrier on the list.

   • Back order carrier

     Click the Back Order Carrier arrow and select which carrier to use for back-ordered items.

   • Order type

     Click the Order Type arrow and select the type of order to enter.

     Some order types may trigger an automatic e-mail to your supplier/partner division regarding the order, depending on your configuration settings.

   • Notes

     Type information related to the entire order.

     NOTE: For information related to a specific line item, use the Detail Comments box under order details.

   • Agency

     Type the ID of the order end user, if you as a distributor are placing the order for another customer.

   • Order Special Instructions (header-level)

     Click to select codes that apply to the entire order.

     

     Special instructions at the order (header) level may or may not be the same as the instructions for the line items. However, the same options are available for both levels.

     The options available for you to select are defined by your PHconnect supplier. You may be limited to one code or to a certain number of codes.

     To remove a selected option, click the check box again.

   • Allow partial order shipments

     Select if you want to accept partial shipments of the order, by complete line item.

   • Allow partial line shipments

     Select if you want to accept partial shipments for all line items on the order.

     NOTE: You must also select the Allow Partial Order Shipments check box in order to allow partial line shipments.

     To allow partial line shipments for some items and not others, use the Allow Partial Line Shipments check boxes at the line item level. The line item setting overrides the setting for the whole order. See Completing Additional Order Detail Information.

8. To modify details for a line item, scroll down to that item, click the Detail Information arrow and modify the information as needed.

For more information, see Completing Additional Order Detail Information.

9. When you are finished with all order and line item details, click Submit Order.

PHconnect submits your order. This confirmation message appears in the message center at the top of the screen:

Thank you! Your order has been submitted.

If your organization uses this feature, the Parker division receiving the order may send a confirmation e-mail to the account specified on the user ID for the person who placed the order.

10. To view the order, from Customer Resources on the gold menu bar, click Review Your Orders and locate your PO number in the list.

Related Topics

Introduction to Placing Orders

Adding Items with Quick Order Entry

Changing or Deleting Items on an Order

Viewing Product Details for Order Items

Saving Orders with Order Templates

Ordering from Quotes