MacromatiX: Mobile Ordering - Placing a Scheduled Order

Overview

MacromatiX Mobile Ordering makes ordering stock quick, easy and accurate. The Mobile Ordering module will guide a restaurant manager through creating, placing & receiving orders, all on a mobile device, or on a back office PC with a modern display for ease of navigation.

A winning feature of MacromatiX Ordering is the powerful forecast tool that populates the item quantities that need to be ordered, based on your forecasted sales - it will take the guess work out of ordering and reduce the chance of having too little or not enough stock on hand. 

MX Mobile Orders is a powerful module that can be configured to suit your brands needs.  MacromatiX can schedule an orders to appear on set days or a particular date, or they can be manually created by a manager.  MacromatiX Mobile Ordering can also support vendor integration making ordering seamless for the manager!  Overall, MX Mobile Ordering is a full ordering solution that gives a manager control, transparency and power, all in their hand on a mobile device.  

  Best practices for Ordering are as follows:  

• Use the forecasted quantities populated by MX forecast for ordering
• All orders must be placed or recorded in MX to show accurate inventory levels

Navigation

• Log into the MacromatiX Mobile site directly on a mobile device and from the Menu select Inventory Order (Fig.1) 
• Select Place

Fig 1. Navigation to Place an Order

Placing a Scheduled Order

• Select the Scheduled tab form the top left of the page (Fig.2) If there is an order scheduled to be placed today, it will appear on this page.

Fig 2. Scheduled Order tab

By using the date selector arrows, or selecting the date display, you can review the dates that have a Scheduled Order to process as there may not be an order scheduled to process every day. (Fig.3) 

Fig 3. Date selector options

Schedule Order Overview

When reviewing the scheduled order, the below columns will appear:

Supplier	The name of the supplier/vendor for the order
Delivery Date	The date the order is due to be delivered
Cutoff	The date and time deadline that the order must be placed in MX by a manager. This time can be set by a supplier or by Head Office. If the order is not in by this time, it will be unable to placed in MX and it's status will show as Past Cutoff
Status	The current progress of the order will show as Pending, Placed or Past Cutoff
	Select this option if the order does not need to be placed
	Select this option to place the order

• Select CREATE NEW ORDER 

On the Orders page, review the quantities that Macromatix is suggesting you will need to order for each item. The quantities are based on your forecasted sales, current stock levels and current on-order quantities.

• If required, edit the quantity for each item by entering or editing the amount in the quantity field. (Fig.4) 

Fig 4. Edit item quantity

If you select an item, it will shade blue and the item details panel on the right will update with information about the item. (Fig.5) 

Fig 5. Item details

If items quantities are increased or decreased by a manager, the order totals will update instantly and display in panel that runs horizontal on the Order page. (Fig.6) 

Fig 6. Order totals

Search and Display options

There are drop-down display options that allow a manager to filter the items displayed on the order page.

• Enter an item name in the search field and as you type it will filter the items that contain the item name for this supplier and display them in the items panel (Fig.7) 

Fig 7. Order totals

• Select the ALL ITEMS drop-down choose between the 3 options to filter the items displayed (Fig.8) 

Fig 8. Display items options

• Select the ALL CATEGORIES drop-down choose between the available category options to filter the items displayed (Fig.9) 

Fig 9. Display items by categories

• Select ACTIONS and choose from one of the follow options:

	Select Reset Order Qty and all item quantities will be reset to 0.
	Select Submit and the order will be submitted. A confirmation pop-up will appear asking you to confirm you want to submit the order.
	Select Save and all entered quantities will be saved. Any user that returns to the order will see these saved quantities displayed.
	Select Delete and the order will be deleted. A confirmation pop-up will appear asking you to confirm you want to delete the order.

If the order is deleted, saved or submitted a green confirmation box will appear confirming the action.

Related Articles

Take a look at our other articles for MacromatiX Mobile Inventory

MacromatiX: Mobile Travel Path - Manage Items

MacromatiX: Mobile Waste - Recording Waste

MacromatiX: Mobile Transfers - Approving Transfers

Printable Guides 

Coming soon.

Training

Talk to your MacromatiX account manager or send us an email if you are interested in learning more about our MX Masterclass sessions for Restaurant Users, Area Managers, Franchisee's or Head Office Administrators.