Full Product List (By Supplier or By Category) can be used to order items from multiple suppliers at once, across the entire range of products you have available on Stocktake Online.
- Select the category from the drop-down list.
- Order date will be by default to today’s date.
- Delivery date will be set to the next day.
- If you have a large product list, there may be multiple pages to look through, which you can navigate using the << previous and next >> buttons at the bottom of the page, or the Jump to Page number drop-down.
- Enter your order quantities; the cost will be generated automatically.
- You can save your order progress using the save button.
- This can be picked up again from the Create Order page.
- Once you have finalized your order you must use the drop-down menu to navigate to the main section header (Beverage or Food, etc.) before the Review Order button will appear at the bottom of the page.
- Alternatively, navigate to the main category (Beverage or Food, etc., then tick the 'Item with QTY...' box. This will display a list of everything you wish to order. At the end of this list, you will find the Review Order button.
- Where two items with the same pack size can be ordered from different suppliers, the least expensive option will be highlighted in green.
- Clicking on Confirm Order after it is finalized which will generate an order for each supplier included in your order. These will appear on the order approval page, ready to be approved.
- You will be able to switch your type of order (manual or e-mail) at the approval stage. Once an order is waiting for approval, you can use the manual order (pencil icon) or the e-mail order (envelope icon) to switch one type of order for another after clicking on Approve option against the respective order.
Create Order Request is a newly added feature that can be used to create an order template without linking a supplier. Order templates created this way can be used to place orders at a later stage by the respective authority after selecting the supplier & confirming the order from Order Request List.
Select Product Category. Order Date will be selected to the current date. Delivery Date will be by default the next day. Once the category is selected, the entire product list under the selected category/group will be displayed. Items can be searched directly using the search field.
Fill in the Order Qty & click on Review Order. Order Unit can be changed from the dropdown if needed.
- If there is a large product list under a selected category/group, there may be multiple pages to look through, which you can navigate using the << previous and next >> buttons at the bottom of the page, or the Jump to Page number drop-down.
After clicking on Review Order, the order will be reflected under Order Request List which can be accessed anytime & final order can be created by adding a supplier to it.
Order can also be modified using the Edit option & deleted as well using the bin symbol.
While adding suppliers, supplier names can be selected from the dropdown of each product if the product is added under multiple suppliers. Once all the details are filled in, click on Review Order at the lower right bottom.
Individual Orders will be created which will be listed under the orders to approve.
Please note this feature can be used only for products with full packages on the system.
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