Managing Orders (Supply'd Lite)
Managing orders in Supply’d Lite is simple, with clear order tracking, easy access to order details, and the ability to edit or reorder as needed.
Managing orders in Supply'd Lite is simple and efficient. Supply'd Lite lets you track, review, and organise your orders from all suppliers in one place. Whether you're checking past orders or managing current ones, Supply'd Lite helps keep your ordering process smooth and stress-free.
This document will guide you through:
The Purchases Page
Selecting Purchases from the main menu opens the Purchases page, which lists all orders you have placed with suppliers.
Purchases
Purchase Orders you have placed with suppliers in Supply'd.
👉 You can read about how to place a purchase order Ordering (Supply'd Lite) document.
Standing
Standing Orders which are repeating orders for consistent order schedules.
👉 You can read more about creating and managing Standing Orders in the Standing Purchase Orders (Supply'd Lite) document.
Postponed
Postponed Orders for completion at a later date.
👉 See the Postponed Orders section below for more details.
Order statuses are colour-coded in the Purchase Orders list for quick and easy identification:
- An order you have been putting together but have not yet placed.
- You are modifying, or editing, the order.
- The order is in the queue for sending. It generally takes 1-2 minutes to send.
- Supply'd has delivered the order via email to the supplier.
- The email failed to send to the supplier. Check the email address and try to resend the order. (Open the order, click on the 3 dots, select Actions > Resend Order.)
- The supplier has shipped your order and it is on the way to you.
- Order has been received and paid for.
- You have cancelled the order with the supplier or the supplier has cancelled the order.
To see the details of an order, click on it in the Purchase Orders list to open it.
Clicking on Ex Tax gives you the option to view the order excluding tax - Ex Tax (eg. GST) - or including tax - Inc Tax.
Managing Orders
Clicking on the 3 dots on the top right corner of the order will show a menu for all action options for an order.
Download
Allows you to download the purchase order or packing slip for viewing or printing.
Purchase Order
Pack Slip
Mark As >
Paid
Will mark the order as Paid. If you click this by mistake, you’ll have the option to mark the order as Unpaid instead of Paid.
Shipped
Will mark the order as 
.
Completed
Will mark the order as being 
. Complete this step when you have paid and received all the items in your order.
Hold Order
Puts the order on hold.
This only applies to orders from custom suppliers that have not been marked as 
.
Modify Order
Will open the Edit Purchase Order form and allow you to make changes to the order.
Cancel Order
Will cancel the order. You will be asked to confirm.
Actions >
Resend Order
Will send the order to the supplier again.
Re-order
Adds all items from the order to your cart for easy reordering. You can edit quantities or remove items on the screen that appears after selecting this option.
The available actions will vary depending on the order status and whether or not the supplier is on Supply'd or is a custom supplier.
Completed:
Download >
Purchase Order
Pack Slip
Mark As
Paid or Unpaid
Actions >
Resend Order
Re-order
Cancelled:
Orders that have been cancelled will only have one option:
Actions > Re-order
Postponed Orders
The Postponed tab on the Purchases page lists any orders that have been postponed to a later date.
In the cart, clicking on the 3 dots on the right beside the supplier's name will bring up a menu.
Selecting Postpone allows you to postpone sending the order to a later date. After selecting this option, a calendar will appear for you to choose the desired date. The items will be temporarily removed from your cart until the selected date.
The postponed order will appear under the Postponed tab.
Clicking on an postponed order will show its details. Orders cannot be edited while they are postponed.
Releasing a Postponed Order
The items in a postponed order will reappear in the cart on the selected date, allowing you to send the order at that time. If you need to send it earlier than the selected date, you can release the order:
Open the postponed order.
Click on the 3 dots in the top right and select Release Order.
Confirm that you would like to release the order.
The order will appear in the cart and can be edited or placed.
Order Activity
At the bottom of the form there is an Order Activity section. This lists any activity taken on the order, such as, when the order was created, marked as paid, marked as completed etc.
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