What is a Supplier Order?
A supplier order allows you to order products from your suppliers.
How to Create a Supplier Order
- Go into the Invoice module.
- Select Supplier order as the invoice type in the drop-down menu.
- Choose your supplier in the Customer field.
- Select an arrival date in the left side panel if applicable.
- Select or scan the item(s). You can adjust the quantities and purchase prices if necessary.
- Click on Finalize transaction.
How to Find a Supplier Order
To find your supplier order, go to the Contact module (make sure to select Company as contact type). Once you have found your supplier, click on the Supplier orders tab in the middle of the page.
How to Edit a Supplier Order
- Go to the Contact module
- Find your supplier's profile.
- Select the Supplier orders tab in the middle of the page.
- Right-click on the order and select Edit the invoice.
If your supplier order has been partially received, you can no longer edit it.
- You will then be able to edit the information on the invoice.
- Click on Payment to finalize the transaction and save the changes that were made to the order.
It's impossible to change the supplier linked to an order.
How to Cancel a Supplier Order
- Go into the Contact module.
- Find your supplier's profile.
- Select the Supplier Orders tab in the middle of the page.
- Right-click on the order and select Cancel invoice.
- Confirm the invoice cancellation by selecting Cancel invoice.
- Click OK.
- You will be prompted to input your credentials to complete the process.
If your supplier order has been partially received, you can no longer cancel it.
How to Add Shipping Fees to a Supplier Order
It's impossible to add shipping fees to a Supplier Order since the order has yet to be delivered. Shipping costs need to be added when finalizing your supplier order.
Manually Close an incomplete Supplier Order
It is possible that some items might never be shipped from your suppliers. In order to remove any pending supplier orders, it's possible to manually finalize it. Here's how to proceed to manually close a supplier order:
- Go to the Contact module.
- Check Company and search the supplier
- Select the Backorder tab at the bottom of the page.
- Locate the supplier order, right-click on it, and select Close the invoice manually.
- Click on the Yes button.
- Your supplier order is now considered complete and can no longer be modified.