---
title: "Ordering Procedure"
slug: "ordering-procedure"
updated: 2025-02-10T16:37:17Z
published: 2025-02-10T16:37:17Z
canonical: "documentation.encodify.com/ordering-procedure"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.encodify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ordering Procedure

In Order to perform the Ordering procedure correctly, follow the below listed steps:

1. In the Catalog module create items that will be available for orders. Click *Add* in the Catalog module and fill in all the necessary fields. Select Order type “Orderable” and then upload file for the created item in the *File* field. Click *OK*.
2. From the list of Catalog items, find the item that has been just created and click *Info*. On the top right bar of the form click “*Order this!*”:
  - If you didn’t select the *Use Default Media Holder* check box when enabling the ordering function, the window that prompts you to select media holder will open. Define media holder to be used, click *Order* and the window with ordering template will appear.
  - If the *Use Default Media Holder* checkbox was selected when enabling the ordering function, the window with ordering template will open.
3. Fill in the Template fields and click the *Submit order* button.
  - If you have the *Order Basket* check box selected, the order will be placed to the Order Basket. ![image336.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image336.png)
  - If the *Order Basket* is not enabled for the ordering function, order information will be sent to Order module, where a new entry will be created for the submitted order.

When the order is placed to an Order Basket, you should submit the order from the basket to send it to the Order module. To do this, perform the following steps:

1. In the right top corner of the Catalog module, locate the Order Basket link and click it. ![image338.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image338.png)
2. In the *Order Basket* window, you will see all the items that are currently on order but have not yet been submitted. ![image340.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image340.png)
3. Click *Send Order*to submit the order with the items currently in the basket.
4. Fill in the ordering template and then click *Submit Order*. ![image342.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image342.png)

As soon as the order is submitted the record is created in the Order module with all the data and files transformed from the item in Catalog module. You can now proceed with the ordering workflow in the Order module, moving from one status of the order to the other until it reaches its final status, for example “Closed”.

![image344.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image344.png)