When placing an order in TurnLink there are a few things to note after the Order Form has been loaded that are helpful in the sales process…
Follow these steps to place an order:



1. Find the product you want to order and select the Distributor who will be fulfilling the order.

a. Direct is used for anything that your company will ship to and may synchronize with your accounting system (e.g. QuickBooks, Navision, NetSuite, etc.)

b. For Turnover Orders select the appropriate Distribution Center fulfilling the product order.

2. Enter the Quantity for the product you are ordering.

3. Select the Unit type if there is more than one option (e.g. Each, Case(6), etc)

4. The default price will be displayed in the price field depending on the Distributor and Unit selected. If you need to signify the product being ordered is a free sample, click on the checkbox to the right of the price.

5. If you have a line item specific comment, such as a lot number or comment to the shipping department, enter this into the comment field.

6. If there is an available Promotion for that Distributor and Unit combination, there will be a Promotion icon on the right of the line item that can be clicked on. You may select up to 3 available promotions per line item.

7. After ordering each of your products, or whenever you deem worthy, click on the 'Add to Cart' button on either the top or the bottom of the Order Form.

Once you have added all of your items to the cart, you can enter other information such as PO Number, Representative to assign to the Order, Ship Date, Terms, Shipping Methods and much more.

If your TurnLink administrator sets up a rating service you can check the pricing of Direct shipments with UPS, USPS or FedEx while completing an Order.

When you are finished with your Order, click 'Complete Order' and it will be added to the Events in this Company Overview.

You can then submit your order for processing.
**Click here for directions on submitting turnover orders to third party Distributors. 

**Consult with your TurnLink administrator on how to handle Direct product and sample orders.

Before placing an order in TurnLink, make sure the distributor you want to order from is connected to the company in which the order will be placed:

Selected products will appear on the order form: 

1. Clicking the 'Void/Carry' toggle will create an audit for the company, updating their products carried with any new products you are ordering. If an item is marked as 'Void' when you enter a quantity it will automatically toggle to 'Carry'. Note: You can not discontinue items via the Order form. Discos must be done on the audit form.
2. Enter the quantity you want to order. 
3. If there are available promotions they will either be automatically applied or you can select up to 3 available promotions per line item. 
   
4. If enabled, checking the 'Sample' checkbox automatically changes the 'Void/Carry' toggle back to 'Void' after the order is complete so the item is not marked as carried by the store when it is simply a sample being sent. It will also zero out the price. The 'Sample' checkbox is most often used for 'Direct' orders. All turnover order samples should have a 100% MCB applied so the discount is correctly calculated by the distributor. 
   
5. Optionally add an order line comment.
6. Optionally add a PO Number. Most commonly used when required by the store. 
   
7. Optionally add a Ship Date. Click here if you are taking a pre-order. 
   
8. The 'Priority' Toggle allows you to pin the Order as a Priority Event in the company history rather than having it file chronologically. 
9. Optionally add an order note. 

Note: When ordering multiple items that have the same distributor, quantity, or promotions, after adding the details to the top product in the list use the 'COPY DOWN' options to copy those settings to all other products in your list.