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How to Create a New Order and Apply Price Adjustments

This guide provides a step-by-step process for creating a new order and applying price adjustments on the Uptime Controller platform. It simplifies the ordering process, ensuring users can efficiently add items, input shipping details, and apply special pricing. By following these instructions, users can save time and avoid errors, making it an essential resource for anyone looking to streamline their purchasing experience.

  1. Navigate to Purchases Section -https://uptimecontroller.com/app/purchase-items/orders?tab=drafts
  2. Select create new order.
  3. Add your part number, keyword or description. You can also search by choosing vendor on the right hand side.
  4. Select your part.
  5. Select add. This will add the part to the order.
  6. Select Proceed to order items.
  7. Select add shipping details.
  8. Select shipping method.
  9. Select Add Shipping Details.
  10. Select price adjustment toggle.
  11. Click the "New Price" field and add the price adjustment amount.
    Reminder - Parts are Wholesale + 15% ensure you take that into account when assigning price adjustment.
  12. Select Apply Price Adjustment.
  13. Select Add Notes.
  14. Click the "UptimeServices notes" field.
  15. Add specific details to why you requested a price adjustment. For example, you can add something around a discount provided by the vendor or other information.
  16. Click "Add Notes"
  17. Select place order.
  18. By placing the order with a price adjustment, this will prompt the Purchasing Team to submit a price adjustment or communicate the new approved adjusted price to your team before proceeding with the order.