Note: this article is for Customer users. 

Are you a Rep or In-house user?  If so, see this article instead.

Crik-IT has two different Order Entry methods*. This article covers the method used by most Crik-IT subscribers. Within this method, you have two options available to you. Click here to view Option 1 and click here to view Option 2. 

*Not sure if this is the method you use?  Click here for help determining this.

Note that your screens and options may differ from what is shown in this document, depending on how your Crik-IT portal has been configured.

Overview 

Depending on how your portal has been configured, upon logging in, you may land in the Home tab, or on the Orders Entered In Portal tab. 

To enter an order from the Home tab, click the Enter Order link.

To enter an order from the Orders Entered in Portal tab, click on Enter New Order.

Once you've clicked the Enter Order link or the Enter New Order button, you'll be presented with the order entry screen.

Note: Your screen may look a little different than this, depending on how your vendor has configured Crik-IT.

Reference #: In most cases, Crik-IT automatically assigns a sequential number as the Reference #.  Your vendor may have configured your portal so that you can manually enter a reference number.  If so, this number must be unique.

Crik-IT's order entry function is designed for speed of entry and for use on mobile devices where real estate is precious. This is why the Header is hidden by default. The header is where things like ship-to address, notes, preferred ship via, etc. are located. You can click on the Show Header link to have the Header displayed. And, you can click the Hide Header link if you wish to hide it again. 

Header Info fields

• Req Ship Date:  this is the requested ship date.  This will appear on the order form that shows when you click the Preview & Submit button.  
• Customer Reference: this is for informational purposes and can be used to enter a customer's reference number, such as a PO number.  If something is entered in this field, it will appear on the order form below the Order Reference number.

• Ship To: You can select a pre-defined ship-to address from the ship-to drop-down, or you can manually enter a ship-to address here.  Click here to learn how to set up Ship To addresses that will show in the drop-down. 

• Preferred ShipVia: This is an optional field where you can select a preferred Ship Via method.  

• Customer Info: This is an optional field where you can record info about the customer. 

• Notes: This is an optional field where you can enter notes about this order. 

• Contact Info: These three fields will default to the name, phone, and email address for the user entering the order.  Or, if you have set up a default contact name, phone, and email address to use on orders (from the Settings link), that info will be used instead.

• Email Alert:  you enter an order one day, and don't submit it immediately, in the next day or two Crik-IT will send an email to the order contact saying "Hey, did you forget to submit this order?"  It's just a reminder.  Don't want to receive this reminder? Disable it by unchecking the box.

Note: If you don't need to change any of that info, you don't need to expand the header info section at all. 

Option 1: Add items via the Item search bar

OK!  Now we're ready for you to start entering your items!

• Item: Here's where you can enter the item # or type in keywords.  As you type, Crik-IT automatically searches the SKU and description fields looking for the characters you type.  It's cool!  And it makes it really easy to find items! 

  • AND If you want to see images on order lines, click here!

• Once an item is selected, Crik-IT fills in the Description, Available, Qty, Price, and Line Total fields.  You can change the description and qty fields. 

  • Notes:
    • Available may not show, depending on how your vendor has configured your portal.
    • If you have configured your portal to allow your limited "staff" username with permission to enter orders, when you staff user enters an order, Crik-IT will not show the Price, Line Total, or Order Total information.  Nor will this info show when your staff user clicks on the Preview & Submit button.

• Want to delete all line items on this order?  Click the red X to the right of the Line Total heading.

• Want to delete just a single line? Click the red X on the specific line.

• Want to save the line? Click the green checkmark on the line you are currently adding to the order.

Option 2: Add items via the catalogue page

Another option for entering items to be ordered is to click on the "click here to browse items" link.

When you click that, look what appears! The entire item list is available here.

From here, the user can see many items on one screen, can filter which items should show, can drill down into previous invoices or orders that an item is on, can see photos, and can click "Add to Order" to order an item right from this screen.

When done with this page, click the Return To Order link to return to the main order page.

Submit the order!

Then when you are ready to submit the order, click on the Preview & Submit button. 

When you click the Preview & Submit button, this is what you'll see...

If all looks good, click on the Submit button. You and your vendor's order desk will receive an email with the order attached as a PDF, and the order will automatically go to the vendor's order processing system.

Notes:

• Once you have submitted an order, you can no longer change it!  If changes are needed, you'll have to contact your vendor.