Create purchase order template

In, ORDERS list, when clicking on the tab Template, you will be shown the list of available order templates.

NB! If there are more than 20 templates found, the list will be shown on several pages.

To start creating a new template, click on the icon +Template.

Start

Enter the following information about the template:

• Template name - free text entry 
• Buyer's branch - pick required from the list  
• Supplier - pick required from the list

After you have entered the information you can continue creating the template by clicking the button NEXT. If you do not want to continue just click on the button CANCEL.

Add products

Here you can add products to the order. There are two different ways to do that.

1) Search items from Product Groups by opening the groups one by one

2) Search products in the search field by their description, GTIN code or supplier product code

1) To search products from product groups first click on the name of the group that you're interested in.
NB! Some groups may contain subgroups. To see the products in subgroup(s) you'll need to open the subgroups as well. Choose the desired subgroup until you will be shown the contents of the group below as a product list.

2) To find desired product with the search functionality enter at least 3 letters of the product description into the search box and either press Enter on the keyboard or click on Loop icon beside the search box. Search results will be shown in the table below.

By default the search is set for product description (DESC).

To search the products by GTIN or supplier code, first choose the parameter (GTIN or Code) from the drop-down menu beside the search box. Then enter at least 3 numbers of the code into the search box and either press Enter on the keyboard or click on Loop icon beside the search box. Search results will be shown in the table below.

In the list you can see the following information about each products:

• GTIN
• Supplier product code
• Product description
• Package - numeric field (if choosing package, this will also automatically fill up package qty)
• Package qty - numeric field
• Qty
• Unit
• Base price
• Disc. %
• Price
• Amount

Package and Package quantities  are left empty.

After you have found the required product enter Qty and click +ADD.

To skip ordering some product just do not enter quantity and it will not be included in the order.

You can cancel creating a template by clicking on CANCEL and verifying the cancellation.

You can continue creating the template by clicking on NEXT.

Basket

In the basket view you will see all of your chosen products with the previous information.

You can cancel saving a template by clicking on CANCEL and verifying the cancellation.

You can delete the previously created template by clicking on DELETE TEMPLATE.

You can save the template by clicking on SAVE.