š Overview
After the applicable integration is enabled, the ordering and receiving process is the same for all of these suppliers - (1) create and populate an order, (2) submit the order to the supplier, and (3) create and post the receipt.
š” This article covers the enabling and ordering through the integrations. The receiving process is summarized here.
āTo enable the integration:
Click on Settings
Click on Integrations
Click on the green + icon next to the integration you wish to enable
Complete the form that appears
Click Enable
To create an order:
Click on "Inventory"
Click on "Orders" and select "New order"
Complete the form that appears
Click "Save"
To add items to an order:
Click on āitemsā and select ānew itemā
Complete the form that appears
Click āsave + doneā to save the current item and close the form, or āsave + add newā to save the current item and add a new item
š” Items will appear as they do in the applicable supplierās catalog, including the supplierās product number.
š” The price and availability of item will appear in real time after you select an item.
āTo submit an order to the supplier:
Click on "Submit Order" within the order
Confirm your intent to submit the order
ā ļø Once an order is submitted you will no longer be able to make any changes to it. Please contact the applicable supplier to make any changes.