B7Entering an Order

From the email in your inbox to a clean order on file

Office·2:17·rendered Aug 26, 2026 Download mp4 Download .srt

← B5 Receiving B8 Releasing an Order →

Transcript · click to jump

0:00Orders usually arrive as an email or a PDF: a customer wants parts, the supply partner says fill it. Your job is to get that order into ConsignTrak accurately, in under a minute. Let's enter one together.
0:14The New order button is always in the top corner, on every page — because order entry is the office's most common job.
0:23First: whose stock is this? Every order belongs to exactly one supply partner. This one's for Granite Belt and Pulley.
0:32Next, the customer. Start typing — a few letters is enough — and pick them from the list. Their address fills in as the ship-to automatically, and if they're brand new, you can add them right here without leaving the form.
0:46Record the customer's PO number so their paperwork and yours always line up.
0:52Down in Shipping, choose the carrier and service. The service list adapts to the carrier you pick — UPS Ground here. Will Call, LTL freight, and third-party billing all live in this same section when you need them.
1:06Create the order. ConsignTrak assigns the release numbers — one sequence per partner, plus a global order number — so the numbering follows the same rules your team has always used.
1:19Now the lines. Search the part — the search is already scoped to Granite's catalog, so you can't accidentally sell another partner's stock — set the quantity, and watch the availability panel: it shows what's on hand before you commit.
1:35Second line: a dozen BB-section belts. Notice the fulfillment choice on each line — ship from your warehouse, have the supply partner ship direct, or split a line across both. Warehouse is the default and the usual case.
1:50And that's the whole order: partner, customer, PO, carrier, two lines — status Entered. It's on file, but nothing has moved in the warehouse yet. That's deliberate: entering and releasing are separate steps, so a supervisor can review before the pick list goes to the floor.
2:08In the next video, we'll release this order — and watch it turn into a pick list the warehouse can run with.