Order Capture v1

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

The order configuration page provides a highly performant, optimised application for creating new customer orders.

Create a New Order

From the Aforza Sales application, open the top drop-down menu and select Orders.
On the orders screen, select New.
Fill in your order details:
- Account
- Contact
- Date
- Inventory
Click Save.

Order Capture

On an order record, click Configure.
If this is the first time you access this order, you are prompted to fill in basic details.
From the order configuration screen you can:
- Search and filter your product catalogue.
  - Filter by:
    - Assortment
    - Family
    - Type
    - Product
    - Promotion
- Add products to the cart.
  - The company configuration determines the pricing data shown in the order product catalogue. When product catalogue discounting is enabled, the catalogue shows products with automatic discounts applied before they are added to the cart.
  - If that setting is off, the catalogue reflects pre-discounted pricing.
  - Products can be added individually or through Unit of Measure when the product catalogue is configured accordingly.
  - Unit of Measure lets users manage related products with different measures and choose quantities to add to the cart.
- Configure promotions in the cart.
  - The promotions-in-cart flag is set in company configuration.
  - After a product is added to the cart, if it qualifies for a promotion it shows a promotion badge.
  - Selecting the badge opens a list of promotions the product qualifies for.
  - Choose the promotion you want; the promotion configuration modal opens.
  - After you configure and validate the promotion, affected line items update in the cart to match.
- View product recommendations and endorsements.
- Modify a product in the cart.
- View discounts for an item by clicking its unit price.
- Use the tools menu for bulk changes to the order.
View and manage manual order-level discounts:
- Select the cart total.
- In the discount summary, select Apply manual order discount.
- Enter a manual order-level discount.
After configuring the order, open the top-right drop-down and click Complete Order to close the order and create the corresponding assets on the account.
Once closed, the top-right drop-down offers:
- Create an invoice.
- Schedule a delivery.
- Open the order.

Create an Order Template

Any order can serve as a template for future orders. Templates speed up your sales team and support consistent, shared ways of working.

On an order record, click Configure.
From the top-right drop-down, click Add As Template.

Price and Validate an Existing Order

Sometimes a customer’s situation changes between drafting an order and finalising it. Aforza can revalidate an order against the latest eligible commercial policies and reprice the entire order.

On an order record, click Configure.
On the configuration screen, open the Tools tab.
Click Refresh all pricing and validate order.

Predict an Order - Rate of Sale

This action uses the rate-of-sale algorithm to pre-fill the cart with items suited to the selected account, based on historical sales patterns.

On an order record, click Configure.
On the configuration screen, open the Tools tab.
Click Let Aforza Assistant predict the order.