This help article will walk you through how to create orders in a few easy steps using NextMinute.
Also see; Create an Order from a Quote - PlaceMakers
Note: You need to have an active "PlaceMakers Customer Account" in order to use the NextMinute integrated ordering to PlaceMakers feature. Please contact your local Branch for more information on setting up a PlaceMakers account.
Step 1: Navigate to Accounts & select Orders
Step 2: Select "Add" from the Orders page. Select to Add a new order from the Add on the Orders page.
Your Orders page will show the Order number, Supplier, the assigned Job and/or Task, a reference, Total $ amount, Supplier Order Number, Order Status and Date Sent. To amend an order Status, click into the Order, select More and Set Status.
Step 3: Select to Add an Order using one of the following
Using a Blank form (which we have selected in this example) or using a Quote, Order, Invoice, Supplier Invoice or Pre-Built template.
Step 4: Select Supplier & the PlaceMakers logo then Select Supplier to assign to PlaceMakers.
If there is no PlaceMakers logo (as shown below), you will need to refresh your Hardware supplier integration by going to Admin > Setup Hardware Supplier Integration and select Refresh Integration. If you haven't registered for a KnowMe account and completed this integration follow this article PlaceMakers Know Me Set Up & Authentication Process.
Step 5: Select Your PlaceMakers Account
You may have multiple accounts to select from.
Step 6: Fill in the Order Form & Save
Edit the order's Title, select the Order Date and Due Date, Assign the order to a Job and/or Task and select whether you would like to Pickup the order or have it Delivered to an address. If you need to make any edits to this form, after saving, you can by selecting the Order header.
If you have created an order via a Job then the Job is already assigned.
In this example we have chosen to Deliver. Enter the Order Delivery Address. Add the desired Delivery date and time, select a time preference and select a delivery vehicle type. Edit the Contact info as required.
Step 7: Build your PlaceMakers Order
You can also make any changes to quantities and add more materials.
Search for materials
Get Pricing and Show Stocked Items Only
After narrowing your search down using the refiners on the left, you can select "Get Pricing" to view product pricing. You can then tick to only Show Items that your Branch Stocks.
Please note: the items may not be in stock.
Select the material, add the quantity and save
After selecting an item, enter the quantity and save.
Search for materials using the product SKU number
Enter the SKU number in the search bar, select the material, add quantity and save.
Make any Edits before submitting and when happy Save
Change PlaceMakers account
Get Latest Prices
- Update Buy Price Only - The buy price is the what you are paying
- Update Sell Price Only - The sell price is the PlaceMakers retail price
- Update Buy and Sell Price - The buy price is what you are paying and the sell price is the PlaceMakers retail price
Step 8: Submit Order to PlaceMakers
PlaceMakers Order Acknowledgement email
Mark Order as Complete
Once you have received your order you can change the order status to Completed. Go into the order, select More, Set Status and Completed as shown below: