# Product Ordering Overview

#### **Guide For Users: Product Ordering**

In this section, we will be showing users how to use the Product Ordering tab in INVISION.


##### **Creating a New Work Order**

- **Login to INVISION**
    - Head over to the [INVISION website](https://trials.prod.intent.ag/login) and login.
- **Navigate to the Product Ordering tab**

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/scaled-1680-/ONLimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/ONLimage.png)

- **Select "Create New Work Order"**

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/scaled-1680-/ZnBimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/ZnBimage.png)

- **Complete Shipping Details Form**
    - Your Name and Email Address will be prepopulated. Click on the **Select Retailer** dropdown to view the current list of Retailers and addresses.

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/scaled-1680-/iVuimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/iVuimage.png)

- - Type the name of the Retailer or the address to search the list.

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/scaled-1680-/Qflimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/Qflimage.png)

- - If the Retailer/address is missing from the list, click **Create New Retailer**. Fill out the Retailer details and select **Create Retailer**. The new Retailer will show up in the **Select Retailer** list.

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/scaled-1680-/BbDimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/BbDimage.png)

- - Selecting a Retailer will populate the Retailer and Shipping Address fields. The **On Site Individual Name** and **On Site Phone Number** fields must be completed before continuing to Product Selection. Click **Continue to Product Select**.

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/scaled-1680-/BZEimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/BZEimage.png)

- **Complete Product Selection Form**
    - Select a **Product** from the **Product** dropdown
    - Fill out the number of **Cases** needed of that **Product**
    - Click **Add Product** to create another line for **Products** and **Cases**
    - Select **Submit Order** to complete Product Selection and submit the order

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/scaled-1680-/oYqimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/oYqimage.png)

- **Your order will appear at the top of the Work Orders list with a Pending status.**

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/scaled-1680-/lP7image.png)](https://docs.prod.intent.ag/uploads/images/gallery/2025-02/lP7image.png)