Head across to your Ordering page and select New Order.
In the order form choose the Supplier you wish to make the order for. In this case, we will choose the supplier of our Aspect Enzyme Fruit Mask product, which is Bob & Suppliers.
Then you will you have the option to Auto Generate Order.
When you select the Auto Generate Order link, the system will automatically look for any products that have dropped below their Min Qty and automatically add these products to the order form.
The system knows how many of that product to add to the order form based on the difference between the products Max Qty and Quantity (which are setup in Admin > Products).
Using the Aspect Enzyme Fruit Mask product example below:
We can see that quantities have been set to the following:
- Min Qty is set to 2
- Max Qty is set to 8
- Quantity is set to 1
We only have 1 Aspect Enzyme Fruit Mask, therefore we need to order 7 to make our total 8. Here's what it looks like after we click Auto Generate Order for the Supplier of the Aspect Enzyme Fruit Mask:
It does all the thinking for you. Of course, if you have other products for this Supplier, which have dropped below their Min Qty, they too will be added to the order form.
You can also add items manually to the order by clicking the Add Items option, and selecting from the drop-down menus on the right side panel the products you which to add to the order.
Note: If you have a scanner and your barcode system set up, you can also Scan Items and add them to the order form.
When you have finished adding products to your order, you can tick the Email order to supplier. Now when you click Save & Order, the order will also be emailed to your supplier.
If you don't wish to email a copy of the order to your supplier, ignore the tick box and simply select Save & Order.
Note: If you would like this box to always be ticked, you can turn on a setting. Go to Settings > Ordering Settings. Enable Automatically tick Send to Supplier for orders then Save.
That will save the order and you can view it here under Ordering.
You also have the option to print, export, duplicate or delete the order via the picture icons.
What do the coloured circles mean next each order?
- Green - No Action Required... The button will turn green after the order has been received. i.e. the items have come into the store and you have click 'Save & Receive' on the order.
- Yellow - In Progress... The button will turn yellow if you have made a new order and have saved it, but haven't actually ordered it yet i.e. the status will change to New.
The button will also turn yellow if you have received an order, but have only 'Saved' it, and haven't clicked 'Save & Receive' yet, i.e. the status will change to 'Receiving'.
- Red - Action Required... The button turns red after you have clicked 'Save & Order'. You will come back here and click 'Receive' after the items have arrived at your business, i.e the status will change to 'Ordered'.
Please click here if you would like to learn how to receive an order