Ordering (Supply'd Lite)

Ordering with Supply’d Lite simplifies the purchasing process by allowing you to manage all your purchase orders (orders you place with suppliers) in one easy-to-use system.

With Supply'd Lite, you can add items from multiple suppliers to your cart. Supply’d Lite makes checkout easy by letting you place one order for all suppliers or check out each one separately.

• Adding Items to the Cart

• Review Cart & Checkout

  • Placing, Postponing or Removing Orders One at a Time

  • Placing All Orders at Once

• Creating an Order from the Purchases Page

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Adding Items to the Cart

With Supply’d Lite, you can add items to your orders from Favourites, Supplier Products lists or a Product's page; anywhere you see beside the product. Add products anytime and keep them there until you're ready to place your orders.

Favourites:

Products List:

Product Page:

To add items to your cart, simply click the "+" button next to the product you want to add. Each click will increase the quantity by one. If you need to reduce the quantity, click the "-" button until you reach the desired amount. This makes it easy to adjust your order as you go.

If you want to add a large number of items you can click and hold (or long press on mobile) the "+" or "-" for about 2 seconds and a text field will appear to enter a new value. Click the tick to update.

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Review Cart & Checkout

Checking out on Supply'd is really quick and easy.

When your cart has items, a Checkout button with the total will show at the bottom right of each page. Click it anytime to review, change, or place your order.

When you hover over the button, it expands to show "Checkout".

Clicking the Checkout button opens the Review Order page, showing all items in your cart grouped by supplier.

You can review and update quantities as needed.

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Placing, Postponing or Removing Orders One at a Time

Clicking on the 3 dots beside a supplier's name will open a menu with these options:

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Place Order

Will place only that particular supplier's order.

To place all orders at the one time use the button at the bottom of the page, see Placing All Orders at Once below.

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Place Without Sending

Place Without Sending allows you to submit a Purchase Order without sending an email notification to the supplier.

This option is primarily used to update your own purchasing records, similar to modifying an existing Purchase Order. The order is placed in Supply’d, but the supplier is not notified.

This can be useful when correcting or managing Purchase Orders internally. For example, if a Purchase Order was partially received and a second Purchase Order was later created for outstanding items, you may need to update your records so stock can be received against the correct Purchase Order. In these situations, notifying the supplier could result in confusion or a duplicate delivery.

When you select Place Without Sending, Supply’d displays a confirmation message advising that you are silently placing the order. Once confirmed, the Purchase Order will be submitted without sending any email or order notification to the supplier.

Note: Use this option only when the Purchase Order is being created or updated for internal record-keeping purposes and the supplier does not need to be notified.

You will be asked to confirm.

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Postpone

If you would like to postpone the order until a later date:

1. Select Postpone.

2. A calendar will appear - select your desired date.

3. Click .

4. The items will be temporarily removed from your cart until the selected date, at which time can again review the order and send it.

If any items from a supplier have been postponed, all items from that supplier will appear greyed out for ordering. This helps prevent accidental double-ordering.

If you click on any greyed-out item, a warning will appear to let you decide whether to release the postponed order and return the items to your cart or leave it as is.

Click .

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Change Location

Lets you select a different location for the order before placing it. This is useful if you manage multiple locations and need the order associated with a different site.

Select the location in the New Location field, then click .

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Remove

Will remove that particular supplier's order items. You will be asked to confirm.

Click .

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Placing All Orders at Once

To place all the orders at the same time, with one click of a button, scroll to the bottom of the page and click .

If there are any issues, such as not meeting a supplier's minimum order shown below, fix them before placing the order.

Once everything looks good, click .

If successful, all suppliers will be notified and can begin processing your order.

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Creating an Order from the Purchases Page

You can also create an order from the Purchases page.

1

Select Purchases

Select Purchases from the main menu to open the Purchases page, which lists all the purchase orders you have created.

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2

Click Add +

Click Add + in the top right.

The Add Purchase Order form will open.

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3

Select the Supplier

Clicking on or typing in the Supplier field will bring up a list of your suppliers to select from.

Once a supplier is selected, fields for adding products will show. The form will now say Edit Purchase Order and will show as a .

At this stage, the supplier cannot be changed. To use a different supplier, you will need to create a new order.

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4

Select the Location

If you have more than one location set up in Supply'd Lite, select the location for the order from the drop-down menu.

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5

Add the Order Products

Select the products and add the desired quantities.

Click or type in the Product field to display the supplier’s product list and select a product.

Type the amount in the Qty field. The Subtotal ex tax will be automatically calculated for you.

Repeat for any other items you would like to add to the order.

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6

Perform Additional Options for the Items

Clicking the 3 dots beside an item will give you the following options:

Edit Price

Opens the Edit Price form, allowing you to update the pricing or apply a discount.

• 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.

• Discount: Optionally set a discount 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 GST 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 GST 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 the price for.

Remove Item

Will remove the item from the order. You will be asked to confirm.

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7

Select Shipping, Ship To Location & Add Notes

Once all items have been added and any desired modifications made, select the applicable Shipping rate, Tax that may apply to shipping, and add any Notes that you might want to add.

The Subtotal and Total are displayed on the lower right.

If the order total is below the supplier’s minimum (set when the supplier was added), Supply’d Lite will alert you and prevent the order from being placed until the minimum is met.

Once all required fields are completed and minimums are met, the button will change from grey to blue - .

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8

Click Place Order

Click to send the order to the supplier.

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Additional Options

Prior to placing the order, clicking on the 3 dots in the top right corner will open a menu:

Place Order

Will place the order. An alternative to the button at the bottom of the form.

Show Prices Inc Tax

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

Mark As > Placed Without Sending

If you place an order via another method - for example, through a representative or over the phone - you can mark the order as Placed without sending it from Supply'd.

You will be asked to confirm.

Remove

Will remove the order. You will be asked to confirm.

You can find out more about how to manage your orders in the Managing Orders (Supply'd Lite) document.