Once you've logged into eFactory, follow these steps below to manually enter orders using Order Points.
Step 1
Navigate to the OrderPoints tab.
Step 2
Enter the required information in red.
Example:
More information about the fields you'll need to populate:
Account # Warehouse: This is the account number and location you want the order to ship from. This is a Required Field.
Customer #: This is the customer number you, as our customer, might assign to your customer. It is an optional field.
Order Status: The default is a "normal" order, and we will follow the standard SLA. You can also have the order be on hold as soon as we get it, or mark it "rush" if the order is submitted after your cutoff and needs to ship the same day. Please see here for more information.
Order number: You can use the system-generated order number or enter a number of your own.
PO number: You can enter a PO number here. It is an optional field.
PO date: You can enter a PO date here if you have a PO Number. It is an optional field.
Step 3
Click on the “BROWSE ITEMS” button.
A list of all your part numbers will come up.
Find the items needed for your order and the quantity.
The unit price is only needed if the shipment is going international.
When done, click on the red “ADD TO ORDER” Button.
You can add a unit price at this time if you are shipping internationally.
Adding a unit price if shipping internationally.
Step 4
Click on Edit on the shipping tab to add the shipping information, then save it.
If shipping internationally:
Set the international code to 1, 99, or 92 based on your requirements:
1 or 99 for a paper commercial invoice to print out.
92 for a paper commercial invoice to print.
Add the Incoterms. For a more detailed explanation of Incoterms, please refer to the following article on Incoterms.
Make sure you add pricing to each part number at the line level if you still need to.
More information on an international order can be found here.
If shipping domestically:
Set the International Code as "0".
Setting the international code to "domestic" or "international.
Updating the other shipping fields.
Step 5
Review your information to make sure everything is correct. (Note, these orders will drop based on zip code for shared accounts, if you do not manually select the warehouse.)
Step 6
If you are shipping internationally and have not already done so, we need the unit price added to each line item. This is required for the customs value. To do that, choose the item to add a price to and click on the unit price.
Enter the unit price for each item and click on the check mark. Do the same for each item in the shipment.
Note: The "$ amount" section is an optional section that appears on the packing list. It is not required for a Commercial invoice and is separate from any pricing added to the line item.
Step 7:
Click on Place Order. If there are no issues, the order will be created successfully.
