Project Organization: Linking Orders
Learn how to quickly link orders to your Project and take advantage of the quick options available in the order details.
Keep Things Streamlined with all your Orders in One Place
When you are working on a home improvement project, it can be easy to lose track of all the different orders you have placed. By keeping all your orders linked together with your Project, you can easily keep track of what has been purchased, easily access tracking, returns and reordering, and keep track of your project total spending.
How to Add an Order
While orders will automatically link when you place them directly from your Project, you can link orders after not originally associate them together.
- Navigate to the “Project Management Tools” section on the right-hand side of your project.
- Under “Orders” in the “Project Order Management” section, click on “Add Orders”.
- All your orders will be available, with the most recent shown first. Click “Add Order” on the order you would like to associate to this project.
If the items from your order were already saved to your project, those items will be marked as purchased. If the items from your order were not in your project, they will be added to the end of your items and marked as purchased.
Viewing Order Details
Once you have added an order to your project, you can view the details of that order and access quick order actions from either the Orders section of the Project Management Tools section on the right-hand side of your project, or by clicking Order Details directly from the product tile of your purchased item.
Quick Option: Order Tracking
From the Order Details section, you can quickly navigate to tracking for any of your items on that order that have shipped.
- Navigate to the Order Details of the item/order you would like to track
- Click the Tracking button
- You will be directed to the tracking page for that order
Quick Option: Set up a Return
From the Order Details section, you can quickly set up a return for items you have purchased from that project.
- Navigate to the Order Details of the item/order you would like to return
- Click the Set up Return button
- You will be directed to the returns section of the website for that order
Quick Option: Order Again
From the Order Details section you can quickly re-order items you have purchased before.
- Navigate to the Order Details of the item/order you would like to re-order from
- Click the Order Again button
- Select the items and quantity of items you would like to order
- Add those items directly to cart and continue the checkout process