An Order Summary is exactly that, a summary. Instead of entering an order by individual line item, it's just tracking the total dollar, and total units booked. So, if you have no need to track individual product then this would be the more efficient way to enter orders.
Create a New Order Summary from "Create New" or Orders > "Add Purchase Order"
*Note, that much of the information will auto-fill based on the information given from the customer and brand.
Start at Entry Session > Add Brand/Season (this will auto-fill to whichever current selling season your settings are on)/Year
Select the Order Date/Ship Date/Cancel Date - depending on what your settings are, the Cancel Date may auto-fill as well
Customer Entry > Choose customer by typing in the first few letters of the name, then highlight the customer
Location should auto-fill based on customer info
Order Number will be auto-generated, however you may edit this
Units > Add the amount Booked
Total $ > Add the dollar amount booked
Commission Rate (%) may auto-fill based if a default rate has been assigned to the brand - if not, you may enter the percentage in this field. Assigned commission rates to sales reps will override the brand's commission rate. Assigned commission rates to customers will override the sales reps and brands' commission rate.
Sales Rep will may also auto-fill based on the sales rep assigned to the customer selected, however you may choose another sales rep from the drop down
Order Source can be selected from the options in the drop down box - this can help in tracking where the orders are coming from
Description - type relevant notes in the Description
Save & New will save the order, and open a new order
Save & Close will save the order, and bring you back to the order list
Clear will remove all details from all fields
Attachments
Add files pertaining to the order under Attachements > Choose Files > Enter description of the file > Upload All
The files in this tab will be available to all users that have access to orders.
History
Track all of the activity that has happened throughout the life of the order. History of an order will track anything from who created it, made a change to the order, what was changed, and the date/time. This will keep everyone accountable and on the same page.
Order Cancellation
Should an order need to be cancelled for any reason, you can go back to the order that you wish to cancel and then click "Order Cancellation". You have the option to cancel the entire order, or partially cancel an order, or delete the order.
Partially Cancel Order > Enter Cancelled $ amount and Cancelled Unit amount > Choose a reason for the cancellation from the list of options in the "Customer Cancelled" drop down > Save
Importing Summary Orders
If you use JOOR, Brandboom or other wholesale ordering platforms, you can easily import your orders into ShowroomHQ via a .CSV spreadsheet file. Learn more here.