How to Create an Email Supplier for Ordering

• Login to Retail 365

• Press the Config button

• Select the Suppliers tab

• Click the button

• Enter the information in the relevant boxes

• Tick the boxes displayed below where appropriate:

• Tick Supplier to make it an ACTIVE supplier

• Tick Wholesaler if the supplier you're creating supplies directly to you

• Tick Require Orders to be Approved before sending them to a supplier if your Pharmacy is part of a multi- store operation & you do not want Local Stores ordering without Head Office approval

• Tick Update Products for This Supplier when doing an IPU Upload If you want your products pricing that are assigned to this supplier to be updated by the IPU

• Once you are satisfied with all the entered information click the Save Supplier button.

• The 'Store Specific Details' screen, displayed below will now appear

• From the Order Method dropdown, select Email

• Fill in the below:

  • Account Number
  • Rep First Name
  • Rep Last Name
  • Rep email address

• Email Template Options Section:

  • Include the product EAN barcode in the e-mail: when ticked the primary bar code linked to the product will get sent.
  • Include my account number in the e-mail: When ticked the account number for that store will get sent in the e-mail.
  • Header text: You can enter a header text which will go on the body of the e-mail.
  • Footer text: You can enter a footer text which will go on the footer of the e-mail.

• Click

NOTE: To see what the email template looks like that gets sent to the supplier, click here Email Order Templates