The Order Entry Page is designed for sales reps who need to build, edit, and submit orders quickly. It uses a dense grid layout, fast search, keyboard navigation, and price editing fields to support high-volume order entry workflows.
The Order Entry page is available on web and on tablet via a web browser. It is not available in the native mobile app.
How the Order Entry Page Improves DSR Performance
Increase Order Speed: Enter quantities in a dense, grid-style layout with instant cart updates, reducing clicks and cutting down time spent per order.
Maximize Selling Time: Build and adjust orders in real time during customer conversations, minimizing follow-up work and administrative back-and-forth.
Reduce Order Errors & Rework: Inline editing and full-cart visibility help catch mistakes before submission, decreasing order corrections and credit requests.
Handle Larger Orders Efficiently: View more SKUs on a single screen and move quickly between fields, making high-volume and recurring orders faster to complete.
Improve Daily Productivity: Keyboard-first navigation (Tab and Shift + Tab) allows DSRs to enter orders continuously without breaking workflow.
Separate Sales Rep Cart: Reps build orders in a dedicated cart that is completely separate from the operator cart, allowing them to create independent orders without interfering with operator activity.
Manage pricing in one place: View and edit price fields, GP%, and margin data directly within the order entry grid, without switching to a separate tool.
Page Layout
The Order Entry page has four main areas.
The header bar at the top shows the selected customer, delivery date, order minimum, and cutoff time. Reps can use this area to switch between accounts.
The item grid is the main working area. It lists items from the order guide with columns for name, unit, SKU, price, fulfillment, and any price editing fields configured for the distributor (such as GP% and GP$). The fulfillment column shows the most recent fulfillment associated with the order and can be sorted. Reps enter quantities directly into the grid.
The left sidebar provides navigation between Sales Hub sections. To return to the Storefront view, use the Storefront link in the sidebar.
The bottom bar displays a running summary of GP%, GP$, total units, and subtotal. It also contains the Build, Review, and Checkout buttons used to progress through the order.
Quick Start: Enter an Order
Select a Customer and Fulfillment option
Enter quantities directly in the grid
Click Review
Confirm totals and Checkout
How it works
Entering and Exiting the Order Entry Page
Entering the Order Entry Page:
In the top menu bar, click the square Order Entry icon, located to the left of the DSR 'lightning bolt':
Exiting the Order Entry Page:
At the bottom of the left menu bar, click the Sales Hub button to reveal the view selection menu. To exit the Order Entry page, click Storefront.
Managing Page Layout and Visibility
Customizing Column Layout
Sales reps can adjust which columns appear on the Order Entry page and change the order in which they display. This is useful for prioritizing the fields most relevant to a given workflow.
To customize columns, click the column settings button located next to the Search bar. Individual columns can be shown or hidden, and dragged into a preferred order. Settings are saved to the rep's device and will persist across sessions.
Hiding Profit Information
The eye icon in the top right corner of the page toggles profit information on and off. When hidden, GP%, GP$, and commissions are no longer visible. Pressing d on the keyboard toggles the same setting.
This is useful when a rep's screen is visible to a customer during a sales call or in-person visit, allowing reps to keep internal margin data private without leaving the page.
The Order Entry page with profit information hidden. When toggled, GP%, GP$, and commission data are no longer visible in the grid.
Entering an Order
The Sales Rep Order Entry checkout is separate from the operator checkout. Adding items from the Order Entry page won't change the operator order summary. This way, rep and operator workflows do not overlap.
Step 1: Select a customer and delivery date
Open the Order Entry page from the Sales Hub navigation.
Select the customer account from the customer selector in the header.
Confirm the delivery date and fulfillment option shown in the header. These can be changed if needed, and can be updated at checkout.
Step 2: Add items from the order guide
Scroll through the item grid to find items.
Enter a quantity in the quantity field next to each item. The cart updates instantly.
Use the Tab key to move down through quantity fields, or Shift+Tab to move up.
Step 3: Search the catalog
To add items not in the default order guide, press / or click the search bar to focus it.
Type the item name or SKU. Order guide search uses relevance ranking, so results will appear even if the words are in a different order. For example, searching "green pepper" and "pepper green" will return the same items.
To search the full catalog (not just the order guide), press Enter or click the Catalog search button.
Add items from the search results as needed.
Tip: Click any of the column headers to sort search results by ascending or descending values.
Step 4: Review and place the order
Press R or click Review in the bottom bar to check the cart before submitting.
Confirm items and quantities are correct.
Press C or click Checkout to open the checkout panel.
Complete any required checkout fields, then press Shift+Enter or click Place Order to place the order.
Review tab:
The Review tab shows items that have been added to the order, listed in the sequence they were added to the cart.
Checkout window:
If any item prices have been updated, a note will appear in the checkout panel listing the affected items before placing the order.
Price Editing
For distributors with price editing enabled, the item grid displays additional columns showing price fields and margin data configured for that account (for example, GP% and GP$). Reps can view and edit these fields directly within the grid.
To edit a price or margin field, click into the relevant column for the item and enter the updated value. The order summary in the bottom bar updates to reflect the change.
Note: Price editing fields are only visible to reps whose account permissions are set to allow viewing or editing pricing. If price editing fields are not appearing, contact the distributor admin to confirm permissions are configured correctly.
Note: Price editing is currently only supported from the order guide view within the Order Entry page. Editing prices on items found through catalog search is not available at this time.
Keyboard Shortcuts
Key | Action |
Esc | Close any open modal or sliding drawer and clear any selected focus state |
D | Toggle profit information (eye icon) |
/ | Focus the Search bar |
L | Open the Restaurant selector |
Enter | When a restaurant is selected, confirm and select the restaurant |
Up Arrow (↑) | When no field is selected (or the search bar is selected), automatically selects the Quantity field of the first item in the table |
Down Arrow (↓) | When no field is selected (or the search bar is selected), automatically selects the Quantity field of the first item in the table |
R | Toggle between Build and Review views |
C | Open the Checkout panel |
Shift + Enter | Place order (must be in Checkout panel first) |
Tab | Move forward to the next editable field |
Shift + Tab | Move backward to the previous editable field |