Order stock from a supplier

An order keeps track of what you have ordered from a supplier. When the delivery is in, you book it in: the products go on the stock and the supply price is updated. Your orders are on the Orders tab of Catalog › Products.

Create an order

1. Go to Catalog › Products in the menu, click Add and choose Order.
2. Under Supplier and delivery, choose the Supplier. If you have several locations, choose under Deliver to where the order goes. Fill in Expected on and a Note if you like, such as your order number with the supplier.
3. Under Products, search a product by name, barcode or SKU and click it. Without a search term you see the products of the chosen supplier; with one you search all your products. A product that does not track stock cannot be ordered.
4. Or click Add low stock: everything that is low at that location, from this supplier, is added with its reorder quantity.
5. Change the quantity and the supply price apiece (without VAT) per product. At the bottom you see the Total (without VAT).
6. Click Save draft to continue later, or Place when the order goes out.

You can still change a draft: open it and choose Edit, or place it with Place. A placed order can no longer be changed.

Send the order to your supplier

Open the order and click Download as PDF. You get an overview with the supplier, the location it goes to, the dates, who made the order and your note, and below that the products with SKU and barcode, the quantities, the price apiece and the total without VAT. The location's address is not on it; add it to your email if needed. You send the PDF to your supplier yourself; the supplier's Email address is on the order. You can also use the PDF to check the delivery.

Book a delivery in

1. Open the order on the Orders tab and click Book delivery in.
2. Enter per product how many came in. Saloon fills in what is still to come; change it if less or more arrived.
3. Check the price apiece. It also becomes the product's supply price.
4. If nothing more will come, tick Nothing more will come: close the order. What is not in now is then no longer expected.
5. Click Book in.

• If not everything is in yet, the order gets the status Partially received. Book the rest in later with Book delivery in again.
• When everything is in, or you closed the order, it gets the status Received.
• What comes in goes on the stock of the Deliver to location and shows in the stock history as Order received.
• The product's average supply price is updated with the price of the delivery.

Cancel or delete

Through Actions on the order you choose Cancel as long as nothing has come in. The order stays visible as Cancelled. A draft can also be removed completely with Delete draft. With the All statuses filter you find orders by status: Draft, Ordered, Partially received, Received or Cancelled.

Frequently asked questions