How to Create an Order

Login to Retail 365

Press on the 'Orders' tile

Select the 'Manage Orders' tab

Select the supplier you wish to order from from the Supplier(s) field

Retail 365 will automatically generate an order using the sales information of the products assigned to this supplier

In this screen we can also add any products manually to the order

Once the product has been selected the screen displayed below will appear

Press the Add to Order button to add item to the order list

NOTE You may see the message as in screenshot below, on the top part of the order screen if you have products for the selected supplier on Reorder Level Method of ordering

Select 'Click here to check if there are more products to be ordered'

All reorder level products for that supplier, that are not currently already on an order or waiting to be checked in, will have their current stock compared to their reorder level

In the event that there are items below reorder level, a message, similar to that displayed below, will appear

To add these products to your order select “Click here to add them now”

The page will now update displaying these newly added products with the relevant notification

When you're happy with the order , press Transmit Order

The order gets sent to Wholesaler.

The system will now start to build the next wants list from this point.

How to delete an Item from the Order list

To delete an item from the order list. Select an item using the tick box and the press the button to delete item.

You will get this message to confirm that you want to delete the item

You will then get a message to say that the items have been successfully updated, in this case the item has been deleted.

Link to article Holding/Unholding Items/Moving Orders