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:
As an Additional Option, you can also adjust the numbering sequence used for different document types, such as sales orders, invoices, and more:
Applying & Editing Your Order Settings
Cart Settings
Choose your settings for your cart and how you would like it to behave.
Cart Mode
Select the mode to use for the cart when checking out.
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
Choose whether or not to enable Universal Cart, allowing all users to share a single cart.
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
Select 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
Choose how to handle department tracking in your Purchase Orders.
Yes: Each department places a separate order to each supplier.
No: Orders for the same supplier are merged together with no department tracking.
To order by departments, they must first be set up in your Location settings.
👉 See the Departments section in the Locations document.
Enable Send Later Option
Choose whether to show a "Send Now" or "Send Later" option on Purchase Orders to delay when supplier's are notified.
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.
Smart Purchase Order
Smart Purchase OrderSmart Purchase Order settings allow you to configure default options that will automatically apply whenever you create a Smart Purchase, so you don’t need to manually adjust the same settings each time.
Default Suppliers
Select the suppliers you would like to include in yourSmart Orders. Clicking on the field will display a list of your suppliers for you to choose from. Click the X beside a name to remove them.
Default Location
Choose the location you would like to place orders for.
Default Method
Select the method you would like to use forSmart Orders:
Suggested: Uses smart recommendations based on forecasted sales, minimum stock hold, stock on order, and current stock levels to help keep you consistently in stock.
Minimum Stock Hold: Orders only enough to reach the minimum stock level. This method ignores forecasted sales and instead considers current stock and stock on order, topping up to the minimum stock hold set for each product.
Refill Sold: Reorders the quantity sold since the last order from this supplier was received.
Warehouse Refill
When stock is available at a designated refill warehouse, you can choose what action the system should take for that stock:
Create Transfer: Automatically creates a transfer order for the required stock.
Don’t Transfer: Treats the stock as available to avoid over-ordering, but does not generate a transfer order.
Ignore: Completely ignores any stock available at refill locations when calculating availability.
Ignore Untracked
Select whether or not to ignore inventory that is untracked at this location.
Sales Order Settings
Choose your settings for your sales orders.
Default Warehouse
Select the warehouse that Supply’d orders are mapped to by default for pick and pack from your list of Locations.
Show Paid Icon
Choose whether or not to show a paid icon next to paid orders on the sales orders screen.
Show Overdue
Choose whether or not to show a overdue flag next to paid orders on the sales orders screen.
Show Total Item Count
Choose whether or not to show a total item count on the order screen.
This will show only when viewing a specific sales order.
Order Date Display
Select which date - either Order Date or Delivery Date - you would like to display on the sales orders screen.
Autofill Delivery Date
Choose whether or not 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.
Recalculate Due Date From Delivery Date
Choose whether or not to automatically recalculate the due date based on the delivery date.
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
Select which 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
Choose whether or not to send invoices upon shipment for custom customers.
Default Export Fields
Select the default fields you would like when exporting orders.
Standing Orders
Configure your settings for standing orders.
Create Orders With Status
Select the status - either Draft or Order Placed - that you would like standing orders to be created as.
Draft: If you wish to review each order before placing.
Order Placed: Have the order automatically approved ready to go.
Standing Order Mode
Select the mode you would like to use for managing standing orders:
Individual Standing Orders: Each standing order is displayed individually in a table, similar to Sales Orders and Purchase Orders.
Weekly View: For each customer, manage standing orders by entering the products and selecting the day(s) of the week they are required.
Time Of Day
Select the time of day when standing orders are processed, based on your local timezone.
Lead Time (Days)
Enter how many days in advance standing orders should be processed. This is usually set to zero unless you are using Weekly View mode.
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
Add a Default Quote Message 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, saving time by automatically applying it to every new quote.
Receiving Orders
Choose your settings for receiving orders.
Auto Next
Select whether, when receiving an order, the system should automatically move to the next item if the exact quantity is received.
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
Choose 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.
Enable QC Check
Choose whether or not to show the quality control check when creating batches while receiving. Result will be stored against the batch.
Enable Temperature Check
Choose whether or not to display the temperature check for refrigerated or frozen products when creating batches during receiving. The result will be recorded against the batch.
Auto Receive Transfers
Choose 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.
Price-Embedded Barcode Price
Select which price should be used by default to convert price-embedded barcodes into a weight for inventory.
Additional Options
Edit Order Numbers
Clicking on the 3 dots in the top right of the Order Settings form gives you the option to edit your order numbers.
Selecting Edit Order Numbers will open the Order Numbers form.
Here you can change the next number that will be allocated within different sections of the system, such as Sales Orders, Invoices, or Purchase Orders.
Click 
to apply your changes.
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