
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
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.

Creating a Sales Order from the Customers Page
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.

Multiple Meta Fields can be added.

Meta Key: A key for this meta data. Each key should be unique within a specific order item.
Meta Value: The value to pair with this key.
For example, you are quoting on a five pack of chocolate bonbons.
Flavours can be added via
as:
Meta Key: 1st Flavour
Meta Value: Raspberry
Meta Key - 2nd Flavour
Meta Value - Caramel
and so on. This will show on the quote as pictured.

Click
to save the data.
Remove Item
Will remove the item from the order. You will be asked to confirm.

Click
.
Additional Options for the Order
Prior to saving the order, clicking the 3 dots at the top right corner of the order will bring up an additional menu:

Place Order
Will place the order. An alternative to the
button.

Show Prices Inc Tax
Will show prices including taxes such as GST. Will change to Show Prices Ex Tax when clicked.

Remove
Will remove the order. You will be asked to confirm.
Once an order is placed, it can be managed as needed by following the instructions in the Managing Sales Orders document.
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