Easilys provides different options for informing suppliers about the orders you send. Here, we take a look at these options.
Starting point: The Easilys menu.
- Select Products > Suppliers.
The sending method defines how orders will be processed after selecting Send in the order basket. There are several methods, which we define below.
SENDING METHOD "Manually"
This is not an automatic sending. When you choose to send your order with the "Manually" sending method, you indicate to Easilys that you will personally place the order with the supplier, by your own means. This is the method used when placing an order by phone, for example.
Easilys does not send the order, it simply notes that the sending can be considered completed and continues the order process by generating the receipt on the RECEIPTS screen.
SENDING METHOD "By email"
When using this sending method, Easilys is responsible for sending the order by email to the address entered in the CONTACT DETAILS of the supplier record.
The order moves to "Pending" status on the ORDER TRACKING screen, then to "Sent" status once it has been successfully delivered to the recipient, and the receipt is generated on the RECEIPTS screen, pending validation.
Note that you can send your order to multiple addresses by adding the addresses one after the other in the same field, separated by a semicolon. Always make sure to put the most important address, that of the supplier, first in the list, as Easilys will ensure that the email has been delivered to this recipient before changing the order status to "Sent".
SENDING METHOD "By fax"
As with the "By email" sending method, Easilys is responsible for sending the order using the fax number entered in the CONTACT DETAILS of the supplier record.
The order moves to "Pending" status on the ORDER TRACKING screen, then to "Sent" status once it has been successfully delivered to the recipient, and the receipt is generated on the RECEIPTS screen, pending validation.
Note that the "By fax" sending method is a paid option validated contractually for the entire Easilys environment (meaning all sites/establishments can benefit from it without distinction), which must be configured by our technical team. For more information, contact us.
SENDING METHOD "By EDI"
The EDI system is a system that allows data exchange between two software programs. When you send an order by EDI, your order is directly communicated to your supplier's software by Easilys. Not all suppliers have such a system, so do not activate this sending method and refer to your administrators instead.
Warning, if you use this sending method when the EDI system is not actually set up between Easilys and your supplier, your order will not be sent and will remain blocked in "Pending" status on the ORDER TRACKING screen or "Awaiting delivery" on the RECEIPTS screen.
Only an action by the technical team can unblock your order, and you will need to send it by your own means.
