> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/scanner/ordering-stock-scanner.md). # Ordering Stock (Scanner) Creating a purchase order in Supply'd can be done manually or using one of Supply's handheld scanners. Using a handheld scanner to place orders in Supply’d makes the ordering process faster, easier, and more accurate. Instead of manually searching for products, users can simply scan barcodes to add items directly to your order(s). With Supply’d, you can easily order from multiple suppliers in one go by simply scanning items or selecting them manually and adding them to your order. No need to create separate orders for each supplier. Supply’d takes care of sorting and sending orders to the correct suppliers. {% hint style="info" %} 👉 For guidelines on placing an order through the app, see the [Placing a Purchase Order](/supplyd-erp/purchase-orders/placing-a-purchase-order.md) document. 👉 For instructions on using **Supply'd Intelligence** for purchase orders, see the [Smart Purchase Orders](/supplyd-erp/purchase-orders/smart-purchase-orders.md) document. {% endhint %} This document will walk you through the process of placing orders using a handheld Supply’d scanner, including: * [#creating-and-placing-an-order](#creating-and-placing-an-order "mention") * [#viewing-orders-on-a-scanner](#viewing-orders-on-a-scanner "mention") *** ## Creating & Placing an Order {% stepper %} {% step %} #### Select Order Stock Open Supply'd on the scanner, go to the **Scanner** menu and select **Order Stock**.
The **Scanner - Order Stock** screen will show, flashing red to indicate it's ready to scan.
*** {% endstep %} {% step %} #### Scan or Search for the Order Items You can either scan the barcode on the item or you can search for the item manually. Scanning is the quickest and easiest method.
**Scanning** To scan the item, point the scanner at the barcode on the item and press the scan button. The item information will display, including stock levels, supplier details, product info, and pricing.
**Manual Search** 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, from one or more of the suppliers listed.
{% hint style="success" %} If the number is large, you can click the **"0"** and type the number in. {% endhint %}
In our example, when we searched for "Unicorn" and all 3 products show we can add the order amounts for all 3.
{% hint style="warning" %} 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! {% endhint %}
*** {% endstep %} {% step %} #### Repeat Step 2 Repeat step 2 for any other products you wish to order.
{% hint style="success" %} With Supply'd, you can order from multiple suppliers all in once. No need to create separate orders for each supplier. Supply’d takes care of sorting and sending orders to the correct suppliers. {% endhint %}
The current total cost of the order is displayed at the bottom of the screen.
*** {% endstep %} {% step %} #### Review the Order After adding all the items you wish to order, click the button to proceed. You will then be prompted to review your order. Here, you’ll see all the items you’ve added to your cart. They will be organised by supplier, with details such as shipping method, preferred delivery date, an optional notes field, and the send timing for each supplier. The total cost of your order will be displayed at the bottom of the screen, along with the option to place the order.
Depending on how **Cart Mode** is configured in the [Order Settings](/supplyd-erp/settings/order-settings.md#cart-settings) section in your [Order Settings](/supplyd-erp/settings/order-settings.md) (click on the Supply'd logo in the top right & scroll to **Order Settings**) - either **Standard** or **Supplier**, this information may appear as:
**Standard** One continuous order, starting at **Review Order** and finishing with . (The screenshot below has been split into sections for visibility.)
**Supplier** Grouped by supplier, allowing you to review each supplier’s order separately. Simply click on the supplier to view the details.



{% hint style="warning" %} If your order doesn't meet the supplier's minimum, a notification will appear on screen, and you won't be able to place the order until the minimum is met. \

\
Order minimums are set when adding a supplier. 👉 See [Adding Suppliers & Supplier Groups](/supplyd-erp/suppliers/adding-suppliers-and-supplier-groups.md). {% endhint %}
*** #### Additional Options Before Placing the Order Should you wish to postpone or remove an order, clicking on the 3 dots on the right beside the supplier's name will bring up a menu.
The options are:
**Place Order** An alternative to the button at the bottom of the screen.
**Postpone** This option lets you remove items from the cart until a later date. After selecting it, a calendar will appear so you can choose when the items should return to the cart.
**Remove** Will remove all items from the cart. You will be asked to confirm.
Click .
*** {% endstep %} {% step %} #### Place the Order Once you are satisfied that your order is correct, scroll to the bottom of the screen and click the button (or use the option in the 3-dot menu).
You will be asked to confirm. Click to proceed.
{% hint style="warning" %} **Order Approvals** Some businesses may require certain orders placed by staff to be approved. 👉 You can find out more about setting up user order approval in the [Users](/supplyd-erp/settings/users.md) document.
If this is the case, the **Place Order** button will instead say **Send for Approval**.\ \ After a user requiring order approval sends through an order the approvers will be sent an email to review the order. If the approver is happy with the order they can simply click **Approve** in the email and follow the steps on the website, or view the orders in question in the **Orders** section of the website. {% endhint %}
An **Order Confirmation** will appear showing the **Order Number**(s), where the order(s) will **Ship To**, the **Sub Total**, **GST** and the **Total**. Every supplier receives a unique order number and total.
You will see that the order says and . This simply means that this is a custom order and is queued for sending. Once the order has been sent, will change to .
{% endstep %} {% endstepper %} *** ## Viewing Orders on a Scanner To view the order, click the 3 lines on the top left to take you to the Supply'd main menu. \
Select **Purchases**.
{% hint style="success" %} In Supply’d **Order Settings** (click on the Supply'd logo in the top right & scroll to **Order Settings**), you can configure **Cart Mode** to determine how users view and review their items before finalising a purchase. \ \

\
**Standard** The cart displays every item from every supplier in a single, continuous list. \

\ \ **Supplier** This mode groups your items by the specific supplier they belong to, allowing you to review each supplier’s order separately.


\ The **By Supplier** view is useful when ordering many items at once, as it helps ensure nothing is missed and prevents the page from becoming too long and difficult to review.\
{% endhint %} Clicking on an order will bring up all the details of that order. 👉 For further details on managing your orders, see the [Managing Purchase Orders](/supplyd-erp/purchase-orders/managing-purchase-orders.md) document.
*** ### Order Activity At the bottom of the form there is an **Order Activity** section. This lists any activity there has been on the order, such as, when the order was placed, paid, received etc. You also have the option to add on internal note. Simply click , enter your note, then click to add it to the **Order Activity**.
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