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Place a Proxy Order

Overview​

Proxy Order is a feature that allows a brand to create order data (orders) on behalf of a buyer.

Purpose​

Through Proxy Order, order data from offline transactions (phone, FAX, email, Excel, etc.) not conducted through the system, and sales report data from consignment sales, can be centrally managed and integrated on the system.

Feature Description​

Composition of Order Data​

Order data starts from a combination of a specified Buyer and Catalog, and a set of details including products (SKUs) and quantities related to the catalog, along with address information, is handled as a single order.

Buyer Types and Scope of Application​

The buyer to whom an order is linked can be not only a Customer Buyer already connected online, but also Offline Buyer data in an unconnected state with no direct transactions on DEXTRE.

To place a proxy order for an offline buyer, they must be registered in the master data in advance.

For instructions on how to create an offline buyer, please refer to Create an Offline Buyer.

Post-Order Creation Behavior​

Orders created via Proxy Order will also be synchronized to the order management screen on the Buyer App side, provided the target buyer is an online-connected Customer Buyer.

Both the brand and the buyer will be in a state where they can confirm the order via the Merchant App and Buyer App.

Instructions​

Proxy orders are performed following the flow below.

  1. Go to the Proxy Order screen
  2. Select a catalog
  3. Add products to the cart
  4. Checkout
  5. Enter comments and addresses
  6. Create an order

1. Go to the Proxy Order screen​

  1. Click the Buyers menu.
    The page transitions to the "Buyer Management" page.

  2. Click Connected Buyers.
    *Opened by default.

  3. Click Place an order for the target buyer.
    Transitions to the "Proxy Order" page.

2. Select a catalog​

  1. Select a Catalog
    Select the catalog to order from. Products related to the catalog will be displayed.

3. Add products to the cart​

  1. Add to Cart
    Click Add to Cart for the product you wish to order.
    The "Add to Cart" modal opens.

  2. Enter the quantity for the SKU you wish to order.

    You can also add an item to the cart with a quantity of 0 and edit it later.

  3. Transaction Condition
    You can change the wholesale rate/discount rate within the range of 0 to 100%.

    By default, the wholesale rate/discount rate referring to the buyer's settings, etc., is entered.

  4. Message to share with brand
    Enter any remarks at the product level.

  5. Add
    After confirming the entries, click the Add button.

    If the process is successful, the product will be added to the cart.
    The modal closes automatically.

4. Checkout​

  1. Move to Cart
    Once you have finished adding each product to the cart, click the Cart tab or Move to Cart.
    The page transitions to the "Cart" page.

  2. As necessary, enter the order quantity and trade terms for each product.

    tip

    From the Bulk Action dropdown, the action Update All Items to Latest Transaction Term Rate is available.

    By clicking Apply all, you can update the wholesale rates/discount rates for all products in the cart to the latest status referring to the buyer's settings, etc.

  3. Proceed to Checkout
    Confirm the order quantity and amount, and click Proceed to Checkout.
    The "Place an order" modal opens.

5. Enter comments and addresses​

warning

In environments using the NEXT ENGINE integration, please do not use the option to Add a billing address/delivery address later.

Orders with unregistered addresses will fail the order upload during NEXT ENGINE integration.

  1. Comment
    Enter any remarks to be shared with the buyer.

  2. Billing Address
    Select the following items from the dropdown to specify the billing address.

    • Select Billing Address: Select a billing address from the pre-registered address master.
    • Create a New Billing Address: Enter various address information for billing.
    • Add a Billing Address later: Leaves the order's billing address in an unregistered state.

  3. Delivery Address
    Select the following items from the dropdown to specify the shipping address.

    • Select Delivery Address: Select a delivery address from the pre-registered address master.
    • Create a New Delivery Address: Enter various address information for shipping.
    • Add a delivery address later: Leaves the order's shipping address in an unregistered state.
    • Copy from the Billing Address: Copies from the billing address and applies it to the shipping address.

  4. Once entry is complete, click Confirm Order Details.
    The "Preview" page for the order is displayed.

6. Create an order​

Perform a final check of the address, comments, order quantity, and amount, and click Order.

If the process is successful, the order will be created.

Important Notes​

Subsequent processing when "Add Later" is selected for address​

If "Add Later" is selected for the address, the address of the created order will be in an unregistered state.

When issuing documents such as the order confirmation, manual registration of address information may be required.

*If address information is not required, it is fine to leave it unregistered.

Address registration in environments using NEXT ENGINE integration​

In environments using NEXT ENGINE integration, address registration is mandatory.

If an order with an unregistered address is created under an order policy targeted for integration, the order upload process to NEXT ENGINE will fail, and the corresponding order will be unable to integrate.

*Strictly speaking, this depends on the order upload timing settings, but because there is a high risk of leading to integration failure, it is recommended to set the address at the time of proxy order.