Order Types

Various types to create order

The various methods of order can be accessed from the Create Order menu or the Product List.

If you have set up the system to do so, orders can be made through STO and will be e-mailed directly to the chosen supplier, making ordering a very simple process. These orders will also be added to the stock, updating their amounts accordingly.

Here you can choose from a few different options:

1. Single Supplier
2. Full Product List by Supplier
3. Full Product List by Category
4. Manual Order
5. Shopping Basket
6. Create new order from previous order
7. Create Order Request

Single Supplier allows you to create an order from one supplier’s products.

Full Product List by Supplier lets you select products to order from your entire product list and generates separate orders for each supplier.

Full Product List by Category functions like the above option but displays the product list by category rather than by supplier.

Manual Order function the same way as the Single Supplier option but no e-mail will be sent to the supplier.

Shopping Basket allows you to collect items from your product list and generate orders accordingly. This option is unique to each user.

Create new order from this order does exactly as the name suggests, so you can create a new order from a previous one and edit or approve it accordingly.

Create Order Request allows users to create an order without linking a supplier.  Order templates created this way can be used to place orders at a later stage by selecting the supplier & confirming the order from the Order Request List.