Order Items

Create an order for a specific item

  1. Go to InventoryStock and find the item you want to order. See how to find items below their alert or optimum level.
  2. Select the shopping cart icon at the end of the item row. 
  3. Add the Order amount in packages.
  4. Under Select order, you can add the item to a previously created order or create a new order.
  5. Select a Wholesaler. The list includes the wholesalers added in the stock settings.
  6. Select Add to order.
  7. The order is listed on the Inventory > Orders page with the status 'Ordering in process'. To view and edit the order, select the pen button on the order row. You can add more items to the same order and edit the item and order details.
  8. When ready, select Make order. The status of the order changes to 'Ordered'. The order is sent to the wholesaler if you use email ordering or the wholesaler supports electronic ordering. Otherwise, submit the order following your stock ordering process.

Create an order and add items to it

  1. Go to Inventory > Orders and select Add order in the top right-hand corner of the page. The order is automatically saved with the status 'Ordering in process'.
  2. In the header section of the page, add the wholesaler and other order details.
  3. Add the items you want to order. You can use the search bar or item buttons to find the items from your item list. Tip: If the barcode has been saved to the item details, you can place your cursor on the search bar on the purchase invoice page and scan the barcode from the product to quickly find the item from your item list.
  4. Select Make order. The order is listed under Product orders / Purchase invoices with the status 'Ordered'. The status of the order changes to 'Ordered'. The order is sent to the wholesaler if you use electronic or email ordering. Otherwise, submit the order following your stock ordering process.

When you receive the items you ordered, see how to add them to stock

See Also

Find Items Below Alert or Optimum Level

Search for Stock Items

Search for Purchase Orders and Purchase Invoices

Add Items from a Purchase Invoice to Stock

Add a Partial Order to Stock

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