Sales Order Flow: Creating & Editing BuyPlans, Quickfills, and Viewing Releases

Sales Reps/Agents and Suppliers have a "Shop Brands" option on their Navigation Bar.

From here, you can create and view your retailers’ Buy Plans and Templates, Quickfill, Count’n’Fill, and Orders.

From Shop Brands

Creating a BuyPlan for a Retailer without an Existing BuyPlan

1. Navigate to Shop Brands > select a Brand.

2. Click a Release within the Brand modal > select Create Buyplan > choose a Retailer > select a Buy Plan Template or None > click Continue.

3. Adjust the loaded Buy Plan Template as needed before submitting the order.

Editing a Buy Plan for a Retailer with an Existing Buy Plan

1. Navigate to Shop Brands > select a Brand.

2. Click a Release within the Brand modal > select the Retailer > click Continue.

      3.   Adjust the existing Buy Plan as required before submitting the order.

Viewing a Release

1. Navigate to Shop Brands > select a Brand.

2. Click a Release within the Brand modal > select View Release.

Creating a QuickFill

1. Navigate to Shop Brands > select a Brand.

2. Click QuickFill.

3. From the dropdown, view or create QuickFills for a specific Retailer.

From Brand Actions (Additional options)

Accessing Brand Actions within the Brand Modal

1. Navigate to Shop Brands > select a Brand.

2. Select Brand Actions.

3. Choose an option from the dropdown menu.