Standard Order Templates For Orders
You can create Standard Order templates for items that are ordered on a regular basis, such as dairy or spices. With Standard Order templates you can create orders faster.
Standard Order templates can be utilized in the Orders function.
Adding A Standard Order
- Choose STOCK – Standard Orders
- Choose Add on the top of the window.
- Enter a name for the Standard Order and select the Supplier.
- If you are adding a standard order as the administrator, you need to select the Store for the Standard Order on the top of the window.
Adding items
You can add items to the Standard Order from the Products tab.
You can use the search function for searching items. Enter the name or part of the name for the item to be searched for. The system retrieves all items including that name on the list. You can also search for items by Supplier.
Once you select an item on the list, additional information on that item will be displayed on the bottom of the tab.
- Add the item to the Standard Order by double clicking on it.
- Enter the Amount and select the order Unit.
- Select the next item from the list by double clicking on it and add the Amount and the Unit information as with the previous item.
- Once you have added all the items, close the window for the Amount and the Unit information by choosing Close.
Rearranging product rows into the desired order on the Standard Order
You can rearrange product rows in the desired order in the Orders, Standard Orders and the Deliveries functions. If you arrange product rows in these functions in the same order with each other, it will be easier to compare them against each other, for example when you compare a delivery to an order.
You can rearrange rows on the list as follows:
- Select the row which you want to move on the list.
- Click on the "Move down" or "Move up" buttons until the row is in the right place.
Tip! You can arrange the products on your standard order in the same order as they are placed in the store room. This makes it easy to register order quantities in the system while going through the shelves.
Deleting an item
You can delete an item from the order by first opening the item by double clicking on it and then choosing Delete.
You can add Additional Information to the Standard Order in the bottom of the window.
Save the Standard Order by choosing Save on the top of the window.