ORDERING IN INVENTORY Inventory makes it incredibly easy to not only stay on top of what product needs to be reordered, but ordering the product, as well. In Inventory, each product has pars. That is to say that Inventory knows the point that those products should be reordered. When those pars are reached after any count, Inventory will automatically add those products to an appropriate vendor s order. You can then go into that order draft, adjust as necessary, and generate the order to send to the vendor. Contents Ordering Process Best Practices... 2 Reviewing Drafts... 3 Manually Adding an Order... 3 Manually Adding Products... 4 Completing an Order... 4 QuickGuide Ordering in Inventory Page 1
Ordering Process Best Practices Ordering in Inventory has been designed to be as seamless as possible. In a nutshell, here is the process we suggest when ordering product. 1. Click Orders in the side menu, and select Drafts. Here you ll see any order drafts that have either been start automatically based on your pars, or started by manually by a member of your management team. 2. Click the desired order draft to open it. 3. Adjust the order draft as needed. Order amounts will have been suggested to you by Inventory. However, you are always able to add to those amounts, or add altogether new product to the order. 4. When finished, click Submit. This moves the order to Submitted under Purchase Orders, and it will display in Receive under Receiving. Moreover, it will automatically send an invoice to the vendor via email. 5. Generate a receipt after the vendor has delivered the order, and you have checked everything in. QuickGuide Ordering in Inventory Page 2
Reviewing Drafts To review any pending order drafts, click Orders in the left menu, and select Drafts. Then click the desired draft in the list that appears. A. Submit a draft as an invoice. B. Generate either a PO to manually send an order, or a.csv file to send an order digitally. C. Add additional products not already listed. D. Delete the order entirely. E. Your current count of the item. Cases (Inners/Individuals) F. Adjust the number of units ordered of the item from the recommended amount. G. Click the item s arrow to reveal the item s red delete X. Manually Adding an Order Orders are automatically added to your order drafts when, according to your latest inventory count, specific product is reduced below its par. However, you can always add orders manually, as well. Click Orders in the side menu, and click Draft. Then click the Create Order Plus Icon in the lowerright corner. QuickGuide Ordering in Inventory Page 3
In the window that opens, select the desired vendor, and click Done. You can then start adding products as needed. Manually Adding Products You can always add additional products to an order manually. To add products to an order, click Add Products at the top of the page. Use the search field to find specific products in that vendor s catalog, if needed. To add a specific product, select the item by checking the circle next to its name. After selecting all needed products, click Done.. Completing an Order When an order draft is ready to go, click Submit at the top of the page. This will move the order to Submitted under Purchase Orders, and it will display in Receive under Receiving. Items in Receive under Receiving are submitted or draft purchase orders that have had no action yet against them. Items under Draft in Receiving are receiving documents that have been started, but not finished. QuickGuide Ordering in Inventory Page 4
Lastly, you are also able to either click Export at the top of the page to generate a.csv file/spreadsheet to send to the vendor via email, or click Print to generate an invoice to deliver manually or by fax. QuickGuide Ordering in Inventory Page 5