TIP: For the best chance of having complete and accurate data from your distributor, we recommend you perform these tasks about 5 days after the previous catalog closes.

 

IMPORTANT - Create each order, upload your data files, and complete item imports before moving on to the next distributor. Don't create three orders and upload all files and then import all items.

 

  1. From the ORDERS page, click CREATE ORDER and select your distributor and PREORDER as the order type.
  2. Add the month code in the field that pops up once you've selected PREORDER. JUN23, JUL23, etc.
  3. Click the CREATE ORDER button.

TIP: There is a PROJECT MODE option above the search filter bar. By default, CSA will display the ordering data on each line item.

When you're loading products into CSA, it is helpful to have some specific fields available for editing. Everything in this set of instructions assumes that you're in INTAKE MODE.

When you first upload your order, the system puts you into INTAKE MODE.

 

NEXT STEP:
Download preorder file(s) from your distributor