In Inventory, users will have the ability to submit orders using different vendors that have been made available for their organization. The order page will be accessed by opening the side navigation panel, clicking the Inventory drop-down menu, and choosing Order.
The Order Page
The order page itself will display both any orders that are in progress and any that have been submitted.
You can change the date range of the orders you are viewing by using the order date picker at the top of the page.
Any in-progress order can be deleted by clicking the trash can icon to the right of its name.
Creating a new Order
To begin creating a new order, click Add on the orders page
A window will appear where you will choose the vendor you are ordering from. Once you are finished, click Next.
The next window that appears will ask you to choose a Delivery Date and a Cover Until date. After choosing the dates that you would like to use, click Done.
The next page that appears will be the order invoice. Items that are added to the order will be displayed here. You may see items added automatically because of suggested ordering. The quantities assigned to these items can be changed and the items can be removed altogether if they need to be. To learn more about suggested ordering, go here.
If there are no items added automatically, the page will be blank.
You can begin adding the items that make up your new order by clicking Add Item.
This will open a menu containing the items that have been assigned to the vendor. To select an item, click on the checkbox to the left of its name. After choosing the items you would like to have on your order, select OK.
After doing this, you will be brought back to the order invoice page. All of the items that you’ve added will be listed.
For each item, the amount that you are ordering can be input from the QTY column. This amount will correspond with the purchase unit displayed in the unit column.
The cost column will display the cost of the item. The Ext Cost column will show the items total cost based on the quantity of the item you are ordering. Current OH will display the amount that you have on hand.
To remove an item from your order, click on the trash icon to the right of the item name.
For a physical copy of your order, click Print.
After you have added items and set their quantities, select Submit to finalize your order and move it to Receiving. To learn more about the receiving page, go here.
Depending on your placement in the hierarchy, you may receive one of the following notifications:
- Above store users will receive a notification anytime that an order is not submitted in time by a store
- Store level users will receive a notification when an order is approaching a due by time.