Creating a Bulk Order for Assets

You can use the Bulk Order for Assets to order items as a bulk (as of 25 units) for your inventory. Using this order type, the system will only provide allocatable products for selection.

To create a Bulk Order, proceed as follows:

1. In the Orders menu, click on the Create New Order button in the top right corner.

2. Select order type Bulk VAR Order Only.

3. Once the order type has been selected, the system displays a list of products, including details such es product ID, material group, and the price.

You can search for a specific product name using the search field or filter the product list based on the filter options on the left-hand side:

• Product
• Payment Model
• Material Group

Add a product to the Shopping Cart by clicking the plus icon, or remove a product by clicking the minus icon. By doing so, you can also adjust the quantity of the selected product.

If applicable, the partner discount is indicated in the Total Price column as Savings above the price (i.e. the partner margin).

4. The number of products in the Shopping Cart is displayed at the top next to the Shopping Cart icon. Otherwise, they can be removed from the cart by clicking on button Empty Cart.

You can display the items in the Shopping Cart as follows:

• Click on the triangle icon
• Click on the Shopping Cart icon

5. If the products and their quantities in the Shopping Cart are correct, click the Proceed To Checkout button (or the Checkout button in the pop-up window). Otherwise, they can be removed from the cart by clicking on button Empty Cart.

6. On the Checkout screen, a real-time pricing is conducted (also on the discount).

On the left of the screen, you can:

• specify an External Reference number
• add a note via button Add Note
• upload documents (if required)

Furthermore, the system displays information such as the product ID, product name, order type, material group, license, price (incl. discount, if applicable) etc.

If the Rental Option has been set up for a product, a toggle is displayed below the product. If you activate the toggle, the system displays the rental price. See also article Product Rental Option in Orders.

7. If all information is correct, create the order by clicking the Place Order button.

Alternatively, you can:

• temporarily save the Shopping Cart for later. You can find the saved Shopping Cart later in the Orders menu under the Saved Carts tab.
• cancel the order creation process.

8. After clicking the Place Order button, the system displays a pop-up asking to agree with the online order policy. To confirm, activate the checkbox and click on Place Order.

Once the order has been created, the system displays the Order Details.