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ID: 5280

Prepare and send an order

Overview

In order to ensure your venue has the required products, you must prepare and send orders. In this article we look at how to get the most out of this process.

Linked to:

Dashboard > Supplier Orders > Supplier Orders > [Product] > Add

Start from: The Easilys menu.

Create a shopping cart

Select Supplier orders > Supplier orders.
Use the search bar to find the supplier product you need to order.
Scroll down the product and click on the supplier product you wish to order.

The "Choisir la quantité” (Choose quantity) window appears.

Check that the delivery date is correct.

Note: if no other date is suggested, you need to review the supplier master record, which may be incorrectly configured. To find out more, see Creating a new supplier master record.

Enter the quantity to be ordered.
Select Ajouter (Add).

The shopping cart is now created, and is visible in the Paniers (Shopping Cart) section.

Note: The order number assigned during the creation of the delivery note can either be unique across your entire organisation or unique to your site. For more information on this configuration, found under Tools > Configuration, please contact your administrator or the Support team.

Once the shopping cart is opened, you can:

Edit one line

Select the orange pencil next to the line you want to edit.

Add further supplier products

Select + Produits (Products) to add further supplier products to this order.

Remove a product

Select the red cross next to the product you want to delete.

Add a comment related to the shopping cart

Select the orange pencil next to Commentaires (Comment).
The “Mettre à jour le commentaire de cette commande” (Update comment for this command) window appears.
Write your comment in the “Commentaire à ajouter à la commande” (Comment to add to the order) box.
Select Mettre à jour (Update).

Delete a shopping cart

Select the trash.
The “Supprimer une commande” (Delete Order) window appears.
Select Supprimer (Delete).

Edit the delivery date

Select your chosen delivery date next to “Date de livraison” (Delivery Date).

Print or download the order

Select the print icon.
Select the desired format.

Save and close to continue later

Select Enregistrer et Fermer (Save and Close).

Send an order

Select the shipping method if more than one is available.
Select Envoyer manuellement (Send manually) or Envoyer par… (Send by...) depending on the shipping method chosen.

A confirmation window appears. It allows you to specify:

The payment method (options depend on the supplier’s profile).
The order commitment (only visible if enabled in the supplier’s profile).
The comment, which will be visible to the supplier on the order form they receive.

Click Confirm to finalise and send your order.

Once confirmed, the shopping cart disappears and a confirmation message appears. Orders sent from Easilys automatically generate a receipt, which you only need to validate after delivery for all products to enter stock.

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Prepare and send an order

Overview