How to create an Order

Introduction

i-curate works using the same principles as most shopping sites around the world. To create an Order, simply set up your order, select the items and quantity you want and then place your order.

As well as set up a Single Order, you can arrange Recurring Orders that the system will automatically schedule for you. You can also set up Template Orders to reduce errors if other people are logging in to order on your behalf.

Create an Order

On the Home screen, look for the ‘New Order’ box and click/tap the green ‘Create Order’ button. This will take you through to the Current Order screen.

Home Screen

Current Order screen

This is where you can start ordering items. You’ll find the full inventory of the hundreds of top-quality products available with a description and unit price for each one.

To find the items you want, you can either scroll through the list, use previously saved Favourites or use the Search and Categories tools on the left of your screen (top of the screen if you’re on a mobile).

icurate customer place order

When you see something you want, simply click/tap the + button and it will appear in the ‘Current Order’ summary at the top of the screen You’ll also see what you’re spending as you go along, with an item total and running order total costs.

Once finished ordering, you can go ahead and click/tap on ‘Place Order’, or ‘Save as’ to save it for later or set up a Template or Recurring Order.

Place Order

If you clicked/tapped on ‘Place Order’, you’ll now be on the screen where you can confirm your order details.

You’ll see a breakdown of which of our supply partners will be delivering each element of your order. You can still edit your order here, see what’s being spent and even confirm or change the delivery date.

Once you’re ready, hit the blue ‘Confirm Single Order’ button.

i-curate Customer Confirm Order

You’ll see a breakdown of which of our supply partners will be delivering each element of your order. You can see on the left that Milky Way are delivering.

You can still edit your order here, see what’s being spent and even confirm or change the delivery date on the right.

Once you’re ready, hit the blue ‘Confirm Single Order’ button below.

Your new order will automatically go to the top of the list on the Orders screen and you can go in anytime to check the delivery status and cancel or re-order items. The order will have a unique number that you, your supply partner and idc will all use as the main reference if there are any questions or issues with the order.

Customer Orders Screen

The order will have a unique number that you, your supply partner and idc will all use as the main reference if there are any questions or issues with the order. Our number is 20203CTISITE1-000067.

Save Order

Back on the Current Order screen, if you hadn’t quite finished the full order, you can save it for later by clicking/tapping on the ‘Save as’ button. Just give the order a name or reference in the ‘Name’ box, tick ‘Save for later’ and then click/tap the green ‘Save Order’ button.  

Save for later

Just give the order a name or reference in the ‘Name’ box, tick ‘Save for later’  and then green ‘Save Order’ button.

This order will now appear on your Home screen, ready for you to complete when you’re ready. If you gave the order a name, you’ll be able to easily spot it. If not, it will be called Current Order and show the date and time that you created it.

Orders Screen

Adjust the order at any time. Click / tap the grey ‘Edit’ button or go ahead and hit the green ‘Create Order’ button. This will take you to the final stage and the Place Order screen.

Template Order

Back on the Current Order screen, if you want to have certain products on every order, then you can save these items onto a Template Order. This order will then always be on the Home screen for you to use.

NOTE: You will need to enter the quantities each time you use a Template Order to place an order by using the + button at the top of the Current Order screen.

Template Order

You can create a Template Order by using the ‘Save as’ button on the Current Order screen and ticking ‘Template Order’.

Re-enter Quantities

On the left here, re-enter the quantities to place an order by using the + button

Recurring Order

A Recurring Order is a great way to ensure you never run low on essentials. You can order one or several items to arrive any or every day of the week. You can set start and end dates to forward plan for peak or seasonal demand, or even just to get your essentials every day. You can set up multiple Recurring Orders for different products and different days of the week.

Recurring Order

When you hit the ‘Save As’ button, give your order a name and this time tick the ‘Recurring Order’ box, then click/tap the green ‘Save Order’ button.

You’ll be taken through to the Recurring Order Details screen. Make sure you include a Reference and add a start date and end date. Select the Delivery Days that you’ll need for this Recurring Order and click/tap the grey ‘Save’ button.

Recurring Order details

You can give the Order a Reference name.

Add a Start Date and End Date for as long as you want deliveries to continue.

And tick the Delivery Days of the week you want to receive your Order.

Cancel an Order

You can cancel an order at any time up until the order has been dispatched by our supply partners. Simply go to the Orders screen and find the order you’d like to cancel.

Cancel an Order

Once in Order Details, click/tap the ‘Cancel’ button then click the confirm button.

Recent Orders

You will find your latest five orders at the bottom of the Home screen. If you’d like to look at these in detail, simply click/tap the blue ‘View’ button to see the summary and status of the order.

Home Screen

If you’d like to look at these in detail, simply click/tap the blue ‘View’ button to see the summary and status of the
order.

Re-order items

For convenience, you can go into any order that you’ve placed and re-order these items.

Simply find the order that you want from the Orders screen, click/tap the blue ‘View’ button and at the top of the screen.

This will take you through to the Order Details screen where you can click/tap the blue ‘Re-order Items’ button.

Icurate Customer Re-order item

When you have the Order you want, just click/tap the blue 'Re-order Items' button. You can then proceed as normal.

This will create a fresh order for you that includes the same items and quantities as before. You can add to these items, edit the order, or go ahead and place it as it is. If you choose to save it for a later date, then as before, the order will sit on your Home screen awaiting completion.

Searching a product

There are three quick ways to find the products you’re looking for on the Current Order screen. These are: the Product Search Box, Category Search or by selecting and saving Favourites from the list.

Customer Search

In the search box, start to type in the product you’re looking for and options will start to appear.

The more specific you can be, the more accurately your matches will appear.

There are five categories with subcategories. When you select a subcategory, you’re with the full product list in that category.

If you click/tap ‘Any’, this will give you the full product list that you can browse.

Favourites: If there’s an item you really like, you can make it a ‘Favourite’ by hitting the blue star on the left of the product. This will keep it to the top of any list.

Managing Multi-Sites

Some of our customers have several locations around the UK with a single person in charge of all ordering. If that’s the case, you will have a drop-down menu on the Home screen where you can select or change the Site that you place an order for. Simply choose the Site from the drop-down menu.

Multi Sites

Once you’re on the correct Site, you will work in exactly the same way, creating and managing orders and invoices.

Jump to section
At a glance

Create an Order

Home > New Order > Create Order > select item quantity > Place Order > Confirm Single Order

Save an Order

Home > New Order > Create Order > select item quantity > Save As > add name > select Save for Later > Save Order

Create a Recurring Order

Home > New Order > Create Order > select item quantity > Save As > add name > select Recurring Order > Save Order > select Start Date > select End Date > select Delivery Days > Save

Create a Template Order

Home > New Order > Create Order > select item quantity > add to basket > Save As > add name > select Template Order > Save Order

Re-Order Items

Orders > View (on any order) > Re-order Items > Place Order > Confirm Single Order

Search a Product

Home > Select or Create an Order > type word in Search box or select Category

Videos:

Create an Order
Play Video
Order Types
Template Orders
Play Video
Recurring Orders
Play Video
Re-ordering
Play Video
Searching an Order
Play Video
Multi-sites
Play Video

Related Guides

Contact us

You can contact the Customer Service team Monday to Fridays on 0333 015 1332 or email us at hello@i-curate.co.uk