Overview
This article provides the workflow for placing an order using the Ordering application. This includes finding the products, adding them to the basket and checking out.
Screenshots in this article have been taken from the Ordering app on a web browser. Functionality remains the same if using on a mobile device.
Please Note: This article is relevant for only Inventory and Purchase to Pay solutions.
Also see - Ordering app Video
Placing an Order
There are three ways for finding products to be ordered:
Searching for Products by Name
Fig.1 - The Search bar
The page will refresh and a list of the products with matching name(s) will appear.
Fig.2 - Results after searching by name
Searching for Products by Category
Fig.3 - CATEGORIES option on left side menu
Fig.4 - Selected Category
Searching for Products by Supplier
A list of all suppliers will appear in the side menu.
Fig.5 - Selected Supplier
Adding Products to the Basket
Products can be displayed on the page in two different ways: The Gallery view or the List view.
These views can be selected by using the buttons shown in Fig.6.
Products are added to the basket in slightly different ways depending on the view used.
Gallery View
The default option is the Gallery view. The products will be displayed with pictures and need to be added one by one.
Fig.7 - Adding a product to the basket using the Gallery view
List View
The second option is the List view. The product list is much more compact, allowing the user to set quantities for all products and then add them to the basket in one go.
Fig.8 - Adding products to the basket using the List view
Once the product(s) are added to the basket, a green message will appear on the top of the page - see Fig.9.
Fig.9 - Confirmation of products added to basket
Completing an Order
Fig.10 - The basket icon and VIEW BASKET button
This will open the Basket page (see Fig.11) where products are grouped by supplier.
Final modifications can be made before checking out:
Fig.11 - Basket contents
Fig.12 - The CHECKOUT SUPPLIER button
After checkout a confirmation page will display, showing details about the order.
Fig.13 - Order confirmation message
This article provides the workflow for placing an order using the Ordering application. This includes finding the products, adding them to the basket and checking out.
Screenshots in this article have been taken from the Ordering app on a web browser. Functionality remains the same if using on a mobile device.
Please Note: This article is relevant for only Inventory and Purchase to Pay solutions.
Also see - Ordering app Video
Placing an Order
There are three ways for finding products to be ordered:
- Searching for products by name
- Searching for products by category
- Searching for products by supplier
Searching for Products by Name
- To quickly find a product by its name, use the search bar. It is displayed on top of every page in the application -see Fig.1
Fig.1 - The Search bar
- Type the name of the product in the search bar and select the magnifying glass (or Enter key on the keyboard) to get the results
The page will refresh and a list of the products with matching name(s) will appear.
Fig.2 - Results after searching by name
Searching for Products by Category
- Use the option from the left side menu called CATEGORIES
Fig.3 - CATEGORIES option on left side menu
A list of all the categories to which the user has access to will then be displayed in the left side menu.
- Select a Category from the left side menu to see all products associated with it
Fig.4 - Selected Category
Searching for Products by Supplier
- Again, use the left side menu and select SUPPLIERS
A list of all suppliers will appear in the side menu.
- Select a Supplier to see all products associated with it
Fig.5 - Selected Supplier
Adding Products to the Basket
Products can be displayed on the page in two different ways: The Gallery view or the List view.
These views can be selected by using the buttons shown in Fig.6.
Fig.6 - Selecting either Gallery or List view
Products are added to the basket in slightly different ways depending on the view used.
Gallery View
The default option is the Gallery view. The products will be displayed with pictures and need to be added one by one.
- Specify a quantity, either by typing a number into the field or using the + and - buttons
- Select Buy
Fig.7 - Adding a product to the basket using the Gallery view
List View
The second option is the List view. The product list is much more compact, allowing the user to set quantities for all products and then add them to the basket in one go.
- Specify quantities for each product, either by typing a number into the field or using the + and - buttons
- Select ADD ALL PRODUCTS TO BASKET
Fig.8 - Adding products to the basket using the List view
Once the product(s) are added to the basket, a green message will appear on the top of the page - see Fig.9.
Fig.9 - Confirmation of products added to basket
Completing an Order
- Use the basket icon in the top-right corner and then select VIEW BASKET
Fig.10 - The basket icon and VIEW BASKET button
This will open the Basket page (see Fig.11) where products are grouped by supplier.
Final modifications can be made before checking out:
- Remove all products for a supplier
- Remove a product
- Edit the quantity of a product
- Select a Delivery Date
Fig.11 - Basket contents
- When all product details are correct, use the CHECKOUT SUPPLIER button to create the order and send it to the supplier
Fig.12 - The CHECKOUT SUPPLIER button
After checkout a confirmation page will display, showing details about the order.
Fig.13 - Order confirmation message
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