Overview

Creating an order from a project allows you to use the products, zones, delivery details, and schedule information already organized in the portal as the basis for purchasing.

Open the Project

1. Open your account dashboard and go to Projects.
2. Select the project that contains the products you want to order.
3. Review the zones in the project to confirm that the correct areas of work are included.

Select Items from Zone

1. Check the box next to the item or items you want to order.
2. Verify the quantity you want to place on order. You can choose to order the full quantity needed (default) or change the Qty to Order to the number you want to place on order now.
3. Repeat this step for each zone where items are to be ordered.

Note: Only products from a single project can be added to the same cart/order.

Go to Cart

Once in the shopping cart, you have the option to:

1. Change your required delivery date.
2. Verify or change the shipping address.
3. Determine and set your ship-complete requirements. Example: If Ship Complete is toggled on for the order, all products will ship together on the date of the latest required or available delivery date.

Note: If your required delivery date is later than the earliest available delivery date, the required delivery date will be the default. If the required delivery date is earlier than the earliest delivery date, then the earliest delivery date is the date you can expect the order to be delivered.

Verify all these settings before proceeding to check-out.

Proceed to Check-Out

1. Confirm your shipping and billing address.
2. Confirm the shipping type:
   • If your order is over $3,000, shipping is free.
   • If your order is under $3,000, you can designate your shipping method and provide your shipping account information.
3. Select Continue to see your payment options. Add a PO number for better tracking.
4. Select Place Order.