📝 Overview
After the applicable integration is enabled, the ordering and receiving process is the same for all of these suppliers - (1) create and populate an order, (2) submit the order to the supplier, and (3) create and post the receipt.
💡 This article covers the enabling and ordering through the integrations. The receiving process is summarized here.
To enable the integration:
Click on Settings
Click on Integrations
Click on the green + icon next to the integration you wish to enable
Complete the form that appears
Click Enable
To create an order:
Click on "Inventory"
Click on "Orders" and select "New order"
Complete the form that appears
Click "Save"
To add items to an order:
Click on “items” and select “new item”
Complete the form that appears
Click “save + done” to save the current item and close the form, or “save + add new” to save the current item and add a new item
💡 Items will appear as they do in the applicable supplier’s catalog, including the supplier’s product number.
💡 The price and availability of item will appear in real time after you select an item.
To submit an order to the supplier:
Click on "Submit Order" within the order
Confirm your intent to submit the order
⚠️ Once an order is submitted you will no longer be able to make any changes to it. Please contact the applicable supplier to make any changes.