This help document is intended for customer users. 

Please note: Once an order is submitted, it cannot be edited. 

Create Your CrikSales Order 

From your Orders Entered in Portal tab, click Create New Order at the top right of the page. 

Main Order Entry Page: Overview 

Header & Ship-To

Depending on how your portal has been configured, the Header Info and Ship To sections either do or do not appear by default. 

You can toggle showing and hiding those sections by clicking "Show Header" or "Hide Header".

Please note: You must enter a Ship To address to submit an order. Click here for a help document on adding Ship To addresses that will appear in the Ship To dropdown (link will be added when available). 

Header Fields 

• Req Ship Date: You can select your requested ship date using this field
• Customer's Reference: You can enter your own reference order number for your internal processes. 
• Customer Info: Use this to enter notes to your vendor.
• Notes: Use this to enter notes to your vendor.
• Ordered By: Your contact information will appear here. 

Main Order Entry Page: Enter Your Order

Item View

You can select whether you'd like items to be displayed in a grid view or in a list by clicking on either icon next to the search bar. 

Search products 

You can use this search bar to find any item you can purchase from your vendor. 

As you type, CrikSales automatically searches the item name and description fields, looking for the characters you type. All relevant items will appear in the list or grid view below. You'll also see item pricing. 

 Click the Add button to add an item to your order. 

Categories 

If items are categorized by your vendor, you will see categories in this section. Clicking on the category name will display the items belonging to that category.

Order 

This section shows what is currently on your order. 

Click the + sign to increase an item's quantity on the order, or click the - sign to reduce the item quantity. To remove an item from the order altogether, click the trash icon. 

You'll see the item price on the left-hand side, and the total item line price on the right-hand side. 

Please note: You may not see pricing information depending on how your portal is configured. 

Order Review Page: Review Your Order

When you're ready to review your order, click on Review Order. 

Review order details before submission

There you'll find the order details, including: your order reference number, the req ship date, your contact info under 'Ordered by', any notes, as well as your ship to details. 

Order Items

There you'll be able to see all the items on your order, along with the item description, the item quantity on the order for each item, the unit price for each item, and the total for each item line. 

You can increase an item quantity by clicking on the up arrow in the quantity field, or decrease an item quantity by clicking on the down arrow in the quantity field. 

Print/Preview & Submit Order 

Click Print/Preview to view your order form. You can save a copy of this form for your records. From there, you can also submit your order by clicking on the red 'Submit Order' button. Or, click the green Submit Order button at the bottom of the review page to submit your order. 

Once your order is submitted, it will be sent to your vendor. 

If you have any questions, please contact your vendor.