Once your suppliers and product quantities are set up, you're ready to create an order.
- Go to Ordering in the left menu.
- Hit New Order at the top of the list.
- Choose the Supplier you want to order from.
- Hit Auto Generate Order to add every product from that supplier that's dropped below its minimum quantity.
The system works out how many of each product to order from the gap between its Quantity and its Max Qty (both set up in Admin > Products). If other products from the same supplier are also low, they're added too.
You can also add items by hand:
- Hit the barcode icon to scan items in, if you have a scanner set up.
- Hit the + icon next to the product list to add items one at a time.
When you're happy with the order, hit Save to keep it as a draft, or Save & Order to place it. Placing an order changes its status to Ordered and it's ready to receive once your stock turns up.
Tip: use the date range picker at the top of the Ordering list to find older orders, and the Search button to find one by supplier or order number.
From the order list, hit an order's row for its own Order Details screen. Or use the icons and the More menu on the row to view, export, print, duplicate or delete it. See Exporting, Printing & Duplicating Stock Orders for more on that.
Once the order's ready to receive, Receiving an Order takes you through what's next.
If you have any further questions, please send them to us via the Submit a Request option in your Help & Support page.