Overview

You as our partner 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.

 

Creating a Bulk Order for Assets

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 you have selected the order type, the system displays a list of products, including details such as 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 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 Proceed To Checkout (or Checkout in the Shopping Cart pop-up). 

 

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

On the left of the screen, you can:

• enter an External Reference number
• add a 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 Place Order.

Alternatively, you can:

• save the order as a template via button Save As Favorite. The order template will then be available in the ORDERS menu on tab Favorites.
• cancel the quote creation.
• go Back To Products.

 

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

 

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

 

The order is then available in the ORDERS menu on the Orders tab.

 

See also article Ordering Products Again.