This article will guide you through managing your Vendor Orders page. Tracking vendor orders is important in controlling your inventory levels. You can add a new vendor order with specific products, edit order detail, and view the vendor order list.
Before you continue reading...
- The Vendor Orders page can be located under the 'Products' section of your 'Setup' page.
- Permission access needed 'Can access products: manage vendor orders.'
Contents:
Add A New Vendor Order
Vendor Orders List
Edit Order Detail
Add A New Vendor Order
Select The Vendor This Order is From: Opportunity to select vendor type.
Order Ref #: Opportunity to add a order reference number for record keeping; ClubReady will auto-populate if left empty.
Order Date (set as today): Opportunity to set the date the vendor order was made, and orders will be labeled as 'Pending' without an 'Order Date.' Click on 'set as today' to set the date to current day.
Expected Due Date: Opportunity to set the expected date for vendor order delivery.
Vendor Orders Detail
Pending Orders: Orders without an 'Order Date' set.
Orders Not Yet Received: Orders that have not met the 'Order Date.'
Partially Received Orders: Orders with recorded quantity does not match quantity ordered.
Fully Received Orders: Orders that have (1) have been checked with the green plus sign and (2) have met their scheduled date.
Filter By Vendor: Opportunity to filter the 'Vendor Orders List' by vendor type.The vendor order list will display the Order Ref #, Vendor, Due Date, Items, and Value.
Click the green plus sign next to a vendor order to mark it as received in full.
Click on the edit pencil next to any Order Ref #'s for editing options. This will display the Edit Order Detail section.
Click on the red x to delete a vendor order.
Edit Order Detail
Save As Template: Opportunity to set format as a template for future use.
Order Ref #: Reference number entered (auto-populated) in the 'Add A New Vendor Order' section.
Order Date: Ordered date.
Due Date: Delivery date.