Sales Reps (for their respective accounts) and Admins have the ability to start and submit Marketplace (Trade) orders. 

Like all other orders, the Admins still need to confirm the orders in the system.

To process a new order from the Marketplace:

  • Navigate to the Orders tab
  • Click on the Trade Orders tab
  • Select the order to be processed
  • Click on the green Start Order button
  • Review the order to ensure it's ready to go (delivery date, quantities, etc.) and/or make any changes necessary
  • If all looks good, click Submit Order
  • Once it's been submitted, it will be ready to confirm

To cancel a new order from the Marketplace:

  • Navigate to the Orders tab
  • Click on the Trade Orders tab
  • Select the order to be canceled
  • Click on the Cancel This Request button
    • Optional -- Include a note to the buyer about why this order has been canceled and check the box to Notify the Requestor?
  • This will cancel the order and remove it from the queue