How to Create a Supplier Order
Creating supplier orders can be done in two ways within your system. Here are the detailed steps for each option:
Option 1: From the Supplier Module
1. Open the Supplier Module:
- Navigate to the Supplier module from your system's menu.
2. Search and Select Supplier:
- Use the search bar in the Suppliers tab to find and select the relevant supplier by clicking "SEARCH".
3. Create Supplier Order:
- Scroll down to the Supplier Orders section of the supplier's page.
- Click on the "Create Supplier Order" button. You'll receive a success message confirming the creation of a new, blank supplier order.
4. Add Items to Supplier Order:
- In the Supplier Order section, click on the block below the "Item" column.
- Start typing the item name or item code until it appears in the drop-down list.
- Select the correct item and click the blue plus button to add it to the order.
5. Further Actions:
- Learn more about editing, commenting, adjusting prices, or removing items by referring to additional resources.
6. Send Supplier Order:
- Follow the next steps provided to send the supplier order.
Option 2: From the Items Module in the Requisitions Screen
1. Access Items Module - Requisitions Tab:
- Go to the Items module and open the Requisitions tab.
2. Search for Required Item:
- Click on the Item Type to search for the required item.
- Click on the "Order / Pending Order" button to view details of the item needed.
3. Enter Order Details:
- Enter the quantity required in the order field.
- Select the supplier from the list.
- Click on the blue "Order" button to create the supplier order.
4. Manage Supplier Order:
- A new supplier order entry will appear at the bottom of your current page, indicating details such as supplier order number, quantity ordered, and order status.
5. Send Supplier Order:
- Learn how to send the supplier order by following the provided instructions.
Additional Resources:
- Read about order status and how to manage supplier orders for further information.
Tips:
- Ensure items are linked to the correct supplier before creating orders to streamline the process.
- Explore additional guides on adding items to supplier orders for comprehensive understanding.