In order for our cleaning Operatives to create Stock Requests, as well as creating a Workflow (see how here)in your account you will need to create a Stock Order Template. To see how to create templates, read our article here.
NB: When creating your Stock Order Template you only need to add a Costing section. Nothing else will be visible when ordering stock.
All stock order products are contained in a Stock Order Template. We recommend ONE template for ALL your stock order products.
After you have added a Costing Section to your template, double click it to edit it.
Watch this video below to learn how to add your products.
NB. We recommend adding images of each of your products. This allows the Cleaning Operatives to be 100% certain of what they are ordering.
Here is an example of a finished Stock Request Portal;
Don't forget to add your Cleaning Operatives to your account and allocate their sites. Follow the link to find out how.