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How to add an item to the existing catalog while creating an Order?
How to add an item to the existing catalog while creating an Order?

Need help keeping the internal catalog updated? Grant user access to add items while creating orders.

Updated over 3 months ago

Prerequisites

Before you begin, ensure that you have:

  • Permission to update a catalog.

Step-by-Step Instructions

Step 1: Create an Order

  • Go on to the "Orders" module and create a standard order.

Step 2: Add line item

  • After filling in the order header and shipping details, click on Add Line Items.

  • Fill in the line item details in the Add Manually section and then scroll to the bottom to find the check box labeled "Add this item to the catalog".

  • Check the box if the line item needs to be added to a catalog. Select the catalog name if there are multiple catalogs on your account.

Once the user clicks on Add item, the item gets added to the catalog as well.

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