Articles in this section

How to write an order in Handshake Direct Online

Avatar
David Kaplan
Updated
Follow

You've been invited to Handshake Direct Online, a new online ordering platform powered by Handshake.

What is Handshake Direct Online?

Handshake Direct Online is a B2B eCommerce portal that allows you to place orders, reorders, view order history and status, and shop form an accurate, up-to-date product catalog around the clock. Access to a Handshake Direct Online is initiated by an invite from the your dealer, or by a request from you if you know their Handshake Direct Online web address. Let's take a look at how you can write up an order and view your order history.

 

How to write an order with Handshake Direct Online:

Once you are given access to a Handshake Direct Online catalog, it's going to look something like this.
 


In our example, the distributor is NYC Distributors. They sell a number of product lines and in this guide we will be showing Chelsea Sports and Outdoor.
 

 

At this point you can start placing an order. Clicking on the plus sign associated with each product will create a cart. You can click multiple times or type in the value of your choosing to set the quantity. In the top right corner you can see the current total based on how many products you've added.
 

If you know the name or sku of the product you are looking for, you can look it up using the search bar.
 

  
Clicking on the product you want will open a dedicated window to that products information. From there you can add the product to your cart if you like.
 

As you are adding products to your cart, you will see inventory alerts including color coded tags and text alerts.
 

  
Currently this order is a draft because it is still being written. Draft orders and order history can be found in the orders tab at the top right of the screen.

 


 
Actions such as duplicating an order, exporting, printing, or deleting can be found from the actions drop down on the right hand side of the order.

 


  
From the orders screen, you can click on an order number to see a more detailed view of the order. Depending on the options the seller has enabled, you can leave notes on the order, modify the shipping and billing address, enter credit card data, and change ship dates.

 

 
Once you are all set with your cart, you can submit your order to the wholesaler for review and processing.

 
 


Additional information provided by your wholesaler

Wholesalers have the ability to add a Downloads and Help section to their Handshake Direct page. They can host documents such as product catalogs and promotions, in addition to providing contact info, FAQs, shipping data, or any other information they think would be relevant to you, the buyer.

Here is an example of what a downloads page could look like. If enabled by your wholesaler, you can access it via the top right corner of the webpage.

 


The help section will also show up on the top right side of the page if enabled by your wholesaler.
 
 



 
If you have any further questions regarding how to write an order using Handshake Direct, feel free to write in to our support team.
 



 
 

Related articles

Comments

0 comments

Please sign in to leave a comment.