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Orders usually arrive as an email or a PDF: a customer wants parts, the supply partner says fill it.

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Your job is to get that order into ConsignTrak accurately, in under a minute.

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Let's enter one together.

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The New order button is always in the top corner, on every page — because order entry is the office's most common job.

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First: whose stock is this?

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Every order belongs to exactly one supply partner.

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This one's for Granite Belt and Pulley.

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Next, the customer.

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Start typing — a few letters is enough — and pick them from the list.

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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.

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Record the customer's PO number so their paperwork and yours always line up.

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Down in Shipping, choose the carrier and service.

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The service list adapts to the carrier you pick — UPS Ground here.

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Will Call, LTL freight, and third-party billing all live in this same section when you need them.

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Create the order.

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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.

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Now the lines.

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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.

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Second line: a dozen BB-section belts.

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Notice the fulfillment choice on each line — ship from your warehouse, have the supply partner ship direct, or split a line across both.

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Warehouse is the default and the usual case.

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And that's the whole order: partner, customer, PO, carrier, two lines — status Entered.

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It's on file, but nothing has moved in the warehouse yet.

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That's deliberate: entering and releasing are separate steps, so a supervisor can review before the pick list goes to the floor.

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In the next video, we'll release this order — and watch it turn into a pick list the warehouse can run with.