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Tag: Bestellungen aufgeben

Products: Orders

You can quickly and easily reorder products from your supplier via email.

You can access this area via Settings > Prices & Services > Products.

Prerequisites for ordering

  • Create product manufacturers.
  • Create suppliers.
  • Set a target inventory level for each product.

Create new order

Create order
To trigger a new order, click the Orders button in the product overview. Then select + Create order or click on one of the manufacturers.


Check products
Specify the supplier and, if applicable, the manufacturer and check the products to be ordered.
All products that have fallen below the target inventory level are automatically added. The number of products corresponds to the difference between the current inventory and the target inventory.


Edit or add products
If you want to order a different quantity of products than the automatically calculated one, you can click on the product and change the quantity.

If you want to reorder products that are not listed, select + Add line item and add the desired product.


Submit order
To send an order via email to the manufacturer, change the status to "Sent". You will find the order from now on under the submenu item Sent orders.

Receive order and add products

Record product receipt and check products
Once your order has arrived, you can mark the order as received. You can then check the items. For each product, select whether it has arrived or is missing.

Add delivered products to your inventory
To add the ordered products to your inventory after inspection, please open the received order and click on Order check complete. The products marked as received are automatically added to your inventory.

For more information on Products, you can find it here.
Categories: Purchasing & Suppliers
Tags: Bestellungen aufgeben
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