The Order Entry Page is designed for DSRs who need to build, edit, and submit orders quickly. It uses a dense grid layout, fast search, and keyboard navigation to support high-volume order entry workflows.
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.
Quick Start: Build an Order
Select a Customer and Fulfillment option
Enter quantities directly in the grid
Click Review
Confirm totals and Checkout
How it works
Build an Order
Select a Customer and Fulfillment Option
At the top of the page:
Choose a customer account
Select a fulfillment method (e.g., delivery or pickup)
This determines pricing and availability for the order.
In this example, click 'Grace's Restaurant' to reveal the customer search bar.
Click the delivery option to choose a fulfillment type and date.
Add items from the Order Guide
Items are displayed in a dense grid layout for fast entry.
Scroll through the default order guide, or select a different order guide by clicking the button to the right of the search bar
Enter quantities directly in the quantity field (left of item name)
View multiple SKUs on one screen
This layout reduces clicks and scrolling compared to the traditional catalog view:
Search and Sort Items
Search Within the Order Guide
Use the search bar to quickly locate specific items within the guide. If needed, click Search catalog to choose from all catalog items.
Sort Columns
Sort by available columns (e.g., product name, item cost, etc.) to organize items based on a workflow. Click any column header to sort by ascending or descending values.
Sorting helps when reviewing large or recurring orders.
In this example, items are sorted by Last Ordered so that the most recent item shows first.
Edit Quantities and Pricing Fields
Update Quantities Inline
Click directly into a quantity field
Enter the desired amount
Updates reflect immediately in the cart
The page is optimized for fast, inline editing.
Distributor-Specific Pricing Fields
If enabled by the distributor, additional editable pricing fields may appear in the grid. These fields support customized operational workflows and pricing structures.
Navigate Faster with Keyboard Shortcuts
Key | Action |
Esc | Close any open modal or sliding drawer and clear any selected focus state |
/ | 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 |
Tab | Move forward to the next editable field |
Shift + Tab | Move backward to the previous editable field |
Review and Submit an Order
Review the Cart
Click Review to:
See all items in the cart
View order totals
Confirm pricing
Make final adjustments
The review page shows only the items added to the order.
Complete Checkout
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.
Once the order is confirmed, click Checkout and:
View commissions
Review and change fulfillment details if needed
Add to fields under Additional details (PO Number, Order Notes, Z2)
Then, click Place Order.
