Creating a Sales Order (Supply'd Hub)

Creating sales orders in Supply’d helps streamline fulfilment, improve accuracy, and keep customer records up to date.

Sales in Supply’d Hub provides a central place to manage and track all customer orders. It allows you to create, view, and process sales orders efficiently, whether they are placed by customers or created on their behalf.

With Sales in Hub, you can streamline order management, improve accuracy, and ensure smooth fulfilment. Sales in Supply’d make it easy to stay on top of customer demand and maintain smooth operations.

Selecting Sales from the main menu will open the Sales page, listing any sales you have made through Supply'd.

You will see 2 tabs on the orders page:

Sales

Sales orders your customers have placed with you.

Standing

Standing Orders which are repeating orders for consistent order schedules.

👉 You can read more about creating and managing Standing Orders in the Standing Sales Orders document.

In Supply'd Hub, sales can be created form the Sales page or the Customers page. This document will guide you through creating Sales orders through the app, including:

Creating a Sales Order from the Sales Page

Go to the Orders Page

Select Orders from the main menu.

The Sales tab contains a list of all the orders your customers have placed with you or that you have placed for them.

Click Add +

To create a new Sales order, click on the Add + button on the top right.

The Add Order form will open.

Complete the Form

Channel

Select the channel you would like to create an order for.

Since this is a Hub account, the only selection will be your account name.

Once the order has been created with the customer this cannot be edited.

Customer

Select the customer to assign this order to.

Once these two fields have been entered, the form will expand allowing you to enter more details and select items for the order.

Add Reference & Dates

Reference

Add an optional customer reference for this order, eg. a purchase order number.

Order Number

Automatically generated by Supply'd and cannot be edited.

Invoice Due Date* [required field]

Select the invoice due date for this order by clicking the field to open a calendar and choose your date.

Delivery Date

Optionally set a delivery date for this order by clicking the field and selecting a date from the calendar.

Add Products to the Order

Select the products and add the desired quantities.

Product: Clicking or typing in the Product field will display a list of your products to choose from.

Qty: Add the Qty (quantity) required.

For faster entries, clicking on the Qty field opens a pop-up that gives you the option to select 1, 10, or 100 or, if you type a different number, it will give other options to select from.

Subtotals: These are automatically calculated using the product prices in Supply’d Hub or, if applied, the customer’s specific pricing set in Customer Specific Pricing (Supply'd Hub).

If a yellow $ sign appears next to the subtotal, it indicates a price difference from the default system price, usually because the price was manually changed, such as for customer-specific pricing.

Hovering over the $ will display the current default system price for the item.

Repeat for any additional products needed for the order.

Perform Additional Options

Perform any additional options as explained below in the Additional Options for Order Items and Additional Options for the Order sections.

Add Shipping & Payment Details

Shipping

Leave as Shipping or change it to a suitable title for shipping or handling costs.

Subtotal ex tax

Enter a shipping amount, excluding any taxes.

Clicking the 3 dots to the left of the field opens a menu where you can select any applicable taxes, such as GST, for the shipping cost.

Selecting Edit Tax opens a form where you can select the tax.

Click to apply the tax.

Ship To

The location to ship the order to.

Payment Method

The customer's payment method.

Order Notes

Any relevant notes for the customer regarding the order.

Subtotal, Tax, Total

Displays the totals for the order.

Place Order

Once all details have been completed, click .

The order will open displaying all the details and the status will change from to .

The order will be appear in the Sales list.

Creating a Sales Order from the Customers Page

Select the Customer

Select Customers from the main menu. The Customers page will open, showing a list of all your customers.

Select the customer that you would like to place the order for. The customer's detail page will open.

Go to the Sales Tab

Go to the Sales tab. If any this customer has any sales with you, they will be listed on this page.

Click Add+

Click Add+ in the top right.

The Add Order form will open.

Complete the Form

Complete the form as outlined in the Creating a Sales Order from the Sales Page above.

Additional Options for Order Items

Prior placing the order, clicking on the 3 dots to the right of an order item will open a menu.

Edit Price

Opens the Edit Price form to edit the items price.

Supply'd Price: The default price of the product set in Supply'd. Automatically entered from the product's settings.
Customer Price: The price set for the product for this customer. Automatically entered from the customer's settings. 👉 See the Customer Specific Pricing (Supply'd Hub) doc for more information.
Discount: Optionally set a discount you will like to apply to this price. Select a discount type from the drop-down menu: either % (percentage) or $ (dollar amount). This will apply from the Customer Price if it is different to the Supply'd Price.

Tax: The type of tax that applies to this item, eg. GST.
Item Price ex Tax: Price of the item before tax is applied. You also can set a new price for the item here. The Item Price Inc Tax will automatically adjust.
Item Price Inc Tax: Price of the item after tax is applied. You can also set a new price for the item here. The Item Price Ex Tax will automatically adjust.

Click to apply the new item price.

Repeat with any remaining items that you wish to edit.

Edit Meta Data

Metadata allows you to store additional information against an order item as a key-value pair. For example, you can use it to add order-specific details such as colours, specifications, or flavours. In this example, we will use it to specify flavours in a 5-pack of chocolate bonbons. Clicking allows you to enter this data.