Ordering Stock (Scanner)
Using a scanner to order stock in Supply'd increases accuracy & speeds up the process. It ensures the correct items are selected & reduces errors, making order creation more efficient & reliable.
Last updated
Using a scanner to order stock in Supply'd increases accuracy & speeds up the process. It ensures the correct items are selected & reduces errors, making order creation more efficient & reliable.
Last updated
Creating an order in Supply'd can be done manually or using one of Supply's handheld scanners.
This document will guide you through the steps of ordering with a scanner, including:
To create an order, open Supply'd on the scanner. Select Order Stock from the menu.
The Scanner - Order Stock screen will show, flashing red to indicate it's ready to scan.
You can either scan the barcode on the item or you can search for the item manually. Scanning is the quickest and easiest method.
To scan the item, point the scanner at the barcode on the item and press the scan button. The item details with stock numbers and Batch Data will appear.
Searching manually is useful if the item doesn't scan, doesn't have a barcode or the barcode is damaged. To search manually, in the Search Products field, start to type the name of the item and a list of matching products will show for you to select from.
Once the item is scanned or selected, a screen will show detailing the item and the pricing. Click the "+" to add the number of items you would like to order.
If the number is large, you can click the "0" and type the number in.
Make sure to note whether you purchase this item in units or cartons to avoid over-ordering. In our example, we buy unicorns as single units. However, if they were set up in cartons of 10, ordering 20 cartons would result in receiving 200 unicorns!
The current total cost of the order is displayed at the bottom of the screen.
Or, as in our example, when we searched for "Unicorn" and all 3 products show we can add the order amounts for all 3.
After adding all the items you wish to order, click the checkout button to proceed. You will then be prompted to review your order.
Click the ">" to proceed to Review order. Here, you'll see the items you've added, along with a field to enter an optional note. The total cost of your order will be displayed at the bottom of the screen, along with the option to place the order.
Clicking on the 3 dots on the right towards the top will bring up a menu.
The options are:
An alternative to the PLACE ORDER button at the bottom of the screen.
Allows you to postpone the order sending until a later date. After selecting this, a calendar will show for you to select the date.
Will remove all items from the cart. You will be asked to confirm.
Once you are satisfied that your order is correct, click the PLACE ORDER button at the bottom of the screen (or use the option in the 3 dot menu).
You will be asked to confirm. Click PLACE ORDER to proceed.
An Order Confirmation will appear showing the Order Number, the order will Ship To, the Sub Total, GST and the Total.
You will see that the order says CUSTOM and QUEUED. This simply means that this is s custom order and is queued for sending. Once the order has been sent, QUEUED will change to ORDER PLACED.
To view the order, click the 3 lines on the top left to take you to the Supply'd main menu.
Select Orders, then the Purchases tab.
Clicking on the order will bring up all the details. You also have the option to add on internal note. For further details on managing your orders, see the Purchase Orders document.
