Order Settings
Supply’d order settings streamline your workflow by customising how orders are placed, received, and managed for greater accuracy and efficiency.
Order Settings in Supply’d allow you to customise and streamline your ordering processes with flexible controls. You can set defaults, automate certain tasks, and adjust options to match how your business operates. This helps reduce manual work, prevent errors, and save time, while ensuring that every order follows the rules and preferences you’ve set - resulting in a smoother, more efficient ordering process tailored to your specific needs.
In Order Settings you can set defaults for:
Applying & Editing Your Order Settings
Cart Settings
Choose your settings for your cart and how you would like it to behave.
Cart Mode
The mode to use for the cart when checking out. Select from the drop-down menu.
Standard: Useful for most businesses looking to order from multiple suppliers at once.
Supplier: A list of suppliers is shown without products and pricing for efficient loading when dealing with a large amount of suppliers. Each supplier order can be viewed and ordered individually.
Universal Cart
Universal cart lets you have a shared cart between all users. Select Yes or No from the drop-down menu.
Yes: Items added to cart by any user will appear for all users.
No: Each user will have their own isolated cart.
Cart Supplier Order
The sort order to use for suppliers on the cart.
First to Last: Suppliers with items added to the cart first will show at the top.
Last to First: Suppliers with items added to the cart last will show at the top.
Order By Department
How to handle department tracking in your Purchase Orders. Select Yes or No from the drop-down menu.
Yes: Each department places a separate order to each supplier.
No: Orders for the same supplier are merged together with no department tracking.
Enable Send Later Option
Whether to show a "Send Now" or "Send Later" option on Purchase Orders to delay when supplier's are notified. Select Yes or No from the drop-down menu.
The Enable Send Later option is especially useful when you want to create all your purchase orders on one day but have suppliers receive them on specific days. This helps you control delivery timing -for example, avoiding all deliveries arriving on the same day.
Sales Order Settings
Choose your settings for your sales orders.
Default Warehouse
Which warehouse are Supply'd orders mapped to by default for pick and pack. Select from your list of Locations in the drop-down menu.
Show Paid Icon
Whether or not to show a paid icon next to paid orders on the sales orders screen. Select Yes or No from the drop-down menu.
Show Overdue
Whether or not to show a overdue flag next to paid orders on the sales orders screen. Select Yes or No from the drop-down menu.
Show Total Item Count
Whether or not to show a total item count on the order screen. Select Yes or No from the drop-down menu. This will show only when viewing a specific sales order.
Order Date Display
What date would you like to display on the sales orders screen. Select Order Date or Delivery Date from the drop-down menu.
Autofill Delivery Date
Whether to automatically fill the next available delivery date when creating or modifying an order. This will autofill the next delivery date according to the configured delivery schedule for the selected rule/zone. It will only be updated if a delivery date has not already been supplied. Select Yes or No from the drop-down menu.
Recalculate Due Date From Delivery Date
Whether to automatically recalculate the due date based on the delivery date. Select Yes or No from the drop-down menu. If set to "Yes" the due date of an order will be recalculated from the delivery date when a delivery date is added or updated.
Imported Orders Display Name
What name to display on the sales order screen when orders are imported. If "Company Name" is selected and no company name is provided the relative first and last names will be displayed.
Email Customer Invoices For
Whether or not to send invoices on shipment for custom customers.
Default Export Fields
The default fields you would like when exporting orders. Clicking on the field will bring up a list to choose from.
Standing Orders
Configure your settings for standing orders.
Create Orders With Status
What status would you like standing orders to be created as. Select Draft or Order Placed from the drop-down menu.
Draft: If you wish to review each order before placing.
Order Placed: Have the order automatically approved ready to go.
Quotes
Configure your settings for quotes.
Terms & Conditions
Add your company’s standard terms, such as payment or delivery details. These will automatically appear on all quotes sent through Supply’d.
Default Quote Message
The Default Quote Message field allows you to set a standard message that will automatically appear on all quotes sent to suppliers. You can customise this message to suit your business needs, and it will save time by applying the same message to every new quote automatically.
Receiving Orders
Choose your settings for receiving orders.
Auto Next
When receiving an order and the exact quantity is received, should the receive automatically jump to the next item. Choose from the drop-down menu.
All Items: Once the exact quantity of items has been received, it will jump to the next item to be received for all items.
Items More Than 1 Qty: Once the exact quantity of items has been received it will jump to the next item to be received for any items with a quantity greater than 1.
Never: The next item will never be automatically jumped to. You will need to manually select or scan each item.
Allow Receive All
Whether or not to show the receive all option when receiving an order. Receive All allows you to receive all items on an order without scanning or selecting each individual item. Select Yes or No from the drop-down menu.
Enable QC Check
Whether or not to show the quality control check when creating batches while receiving. Result will be stored against the batch. Select Yes or No from the drop-down menu.
Enable Temperature Check
Whether or not to show the temperature check for products that refrigerated or frozen when creating batches while receiving. Result will be stored against the batch. Select Yes or No from the drop-down menu.
Auto Receive Transfers
Whether or not to auto-receive transfers within the same location. This is ideal for single-user transfers (eg. stock from back-of-house to storefront) where you want the stock to auto-receive once picked.
Transfers from other locations will still need to be received manually.
Select Yes or No from the drop-down menu.
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