Create and Place an Order in the Team Hub
Primary Audience: All Internal Users
You can create and submit orders for your customers directly in the Team Hub using your desktop or mobile device. This allows you to capture orders in real time, whether you’re working in person or assisting a customer over the phone.
Create an Order
Follow these steps to create and place an order:
- Go to Team Hub > Orders
- Click Create Order (top right)
- Enter the Client Name, Account, and Location
- Select the appropriate Order Type
- Agvance ERP: If you select Booking as the order type, an optional Expiration Date field will appear. Use this to set or override the booking's expiration date. If left blank, the system's default expiration date calculation applies.
- Add products:
- Enter products individually, or
- Load products from an existing plan, quote, or order
- Note: Loading from a plan depends on your organization’s integration
- Internal Note
- Internal Notes are visible only to your team in the Team Hub — clients cannot see them. You can attach multiple files to an Internal Note.
- Agvance ERP: Internal Note comments may be sent along with the booking to Agvance.
- Comments for Client
- visible to the client and appear on their order. You can attach multiple files to a Client Comment.
- Click Place Order to submit
Order Approval
Depending on your organization’s configuration, manager approval may be required before the order is finalized or processed.
ERP Integration
If your organization’s integration supports it, orders will automatically be posted to your ERP. This eliminates the need for double entry and ensures your systems stay in sync.
Processing Returns with Negative Quantities
Internal Users can process returns by entering a negative quantity for the relevant product when creating an order. The system will process the order with the negative amount accordingly.
This feature is available when enabled on your platform. Contact the Partner Experience Team to enable this for your organization. We strongly recommend configuring and testing this in a staging environment first, as ERP acceptance of negative orders may vary depending on the order type and your specific integration.
A detailed step by step video walkthrough can be found here.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.