Create your first order

Follow a sample order from a blank draft to a submitted request. This guide uses fictional details to illustrate an example workflow.

Prepare your details#

Start with a small order so it is easy to check each detail. Here is the sample used throughout this guide.

Create the order#

1. Prepare a draft. Add the recipient, delivery address, and requested date to your order details. Keep a clear order name, such as “Sample Market — October order,” so you can recognize it later.
2. Add products and quantities. Include one line for each product. Check that the quantity uses the intended unit: 12 individual units and 12 cases are different requests.
3. Review and submit. Compare the draft with your original request. Confirm the recipient, address, date, and each product quantity before treating the example as submitted.

Check your work#

A complete draft answers four questions:

• Who should receive the order?
• Where should it go?
• Which products and quantities are included?
• What delivery date has been requested?

In this example, Submitted means the draft has been sent for review. It does not mean the request has been accepted or the delivery date has been confirmed.

Follow the order#

Select a stage to see how the sample order progresses.

Use the order status reference to follow the example lifecycle and understand the difference between a request that is in progress and one that is complete.