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Create and View Orders

Creating Orders

You can access the shopping cart in two ways.

Click on “Buy” in the main PyraCloud navigation and selecting “Shopping Cart”,

Figure 1 – Shopping Cart Menu

Or click on the Shopping Cart icon in the top right hand corner of the PyraCloud page.

Figure 2 – Shopping Cart Icon

Once in the Shopping Cart, you will see the product(s) you have added to your cart. To create an order, simply click on “Create Order” as shown below:

Figure 3 – Create Order

This will open the page shown below:

Figure 4 – Create Order Page View

Fill in all the details and click on “Create Order”.

This will open up the “Order Detail” page. This is the confirmation that the order is complete and sent to SoftwareONE.

Figure 5 – Order Details Page

Orders History

Click on “Documents” from the main PyraCloud navigation bar and select “Orders”.

Figure 6 – Orders Menu Tab

This will take you to the “Orders” page which will show a list of orders that have been created.

Use the search and filter options to narrow down your results.

Figure 7 – Orders Page

The search can be customized by filtering the document by date or entering the PO Number in the search section on the top.

You can also customize the columns in the order list by clicking on “Customize” on the top right which will open the list of all available columns.

Figure 8 – Customizing Columns

All columns that are currently displayed have checkmarks next to their names. Tick the check mark against the columns that you would like to display and untick the check mark against the columns that you would like to hide.

In order to have these customizations available on next login, Click on “Save Configurations”

To change the order of the columns drag a column’s header and drop it to a new position.

In order to get a detailed view of the order you can simply click on the line item to be taken to the detailed page view. You can also click on the magnifying glass or 3 dots (…) in the “Action” column and then click on “Details.”

Figure 9 – Action – Details

Clicking on details will open up the below page providing details of the order.

The Order Details page will show all the products in the order. To view more product details, click on the magnifying glass icon on right hand side.

Figure 10 – View More Product Details

Clicking on the magnifying glass will display the product details as shown below:

Figure 11 – Product Details Page View

If you need more information about Quotes and Invoices or how PyraCloud can help with your end-to-end software transactions please click on the hyperlinks to read the knowledge articles.

Updated on October 4, 2019

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