You can quickly create a missing supplier product to add to an order, to ensure complete order fulfillment and avoid stock shortages. This guide walks you through this process.
Starting from: The Easilys menu.
Usually, creating a supplier product is done from the price lists or product administration. To learn more, see the article Create a product.
However, there is a simpler and faster creation method that we will see in this tutorial, but this one is therefore less complete.
To complete all the information, it is necessary to go through the price lists to update the elements.
ATTENTION: creating a product in a simplified way is subject to a specific permission to be activated if needed, at the level of the profile settings defined for the user concerned. If this permission is not activated, do not hesitate to contact us). To learn more, see the article Modify product information: units, labels, origins, VAT, etc.
Before creating a product, make sure it doesn't already exist. You would risk multiplying duplicates otherwise. These duplicates will impact orders and stock since you will have multiple lines for the same product.
- Select the tabs Supplier orders > Supplier orders.
- In the search bar, search for "ZZZZZ" (this allows you to view no products in the list and therefore see the button simply) or scroll through the list of orderable products to the bottom to see "Create a supplier product".
- Select Create a supplier product.
Note: you can also perform this quick creation from the details of a purchase order being prepared. The orange button is also found in the list of possible supplier products to add to the order.
The "Create a supplier product" window appears on the screen.
- Complete the requested information. Those followed by an asterisk are mandatory.
"Link to an ingredient" is not mandatory to create the product, but if you use recipes and menus on Easilys we strongly recommend making the link.
- Select Create.
You can now search for the supplier product in the product list to add it to your purchase order.
To complete all the information, it is necessary to go through the price lists to update the elements.
To learn more, see the article Modify product information: units, labels, origins, VAT, etc.
