Do you want to learn how to create an order? Just add items to your cart! It doesn’t matter which Supplier they are from, just add everything you need to your cart. Jellyfish will automatically split the difference later.
Placing Item on Hold
Here are the steps:
When you are ready to place an order, go to the main menu (3 lines in the upper left corner) and select “Order”.
For Owner and Administrator Accounts, you will be prompted to select which Site work in.
Staff members are prompted to select the site they're working in when they log into their account.
Once your site has been selected, you may see a list of pending orders you have previously placed along with their current status.
To create a new order, click on "+New Order" (top right) to initiate placing your order.
If your device is connected to a Bluetooth scanner, you can now scan your barcodes and Jellyfish will find the item if available.
Once you have found the item needed, Click "Add to Cart".
A prompt will appear giving a quick description of the item. Jellyfish also lets you order by each or by the pack/case. Enter the Quantity desired and then click “Submit”.
Once you click submit, you will be redirected back to the search page.
Now you should see your shopping cart highlighted with the number of items ordered on the top right.
Click on your shopping cart icon to view the items ordered and finalize placing the order.
Jellyfish conveniently separates your items in your shopping cart per Distributor/Supplier with their separate costs and your total.
If you need to edit any items on your order, click the drop-down for the Supplier and you will be able the change quantity ordered, "Move to Hold List", or click the "X" to remove the item from your cart.
After any edits, your cost will update for that particular Distributor/Supplier.
Once the order is finished, click "Place Order" and Jellyfish will send the order(s) off to your Suppliers. Jellyfish will then take you back to view all your recent orders. The recent order that you just placed, will show as "Submitted to Rep", like the image below.
If your order contained multiple Suppliers the orders will be broken out on the order page per Supplier.
To learn about the different types of search fields when placing a new order (Site Catalog, Regional and Global), see this section of the Help Center.