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  and login. 

 

 

 Navigate to the Product Ordering tab 

 

 

 

 Select "Create New Work Order" 

 

 

 

 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. 

 

 

 

 

 

 

 

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

 

 

 

 

 

 

 

 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. 

 

 

 

 

 

 

 

 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 . 

 

 

 

 

 

 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 

 

 

 

 

 

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