This article covers placing and receiving an order from the side panel (the planning view and the receive pop-up). For managing an order from the order page itself — including approving or rejecting, the Deliveries tab, and adjusting a received order — see Managing Orders on the Order Page.

1. Orders can be edited directly in the orders tab by typing in the amount or by adding new products with + Add Product.

2. Clicking + Add Product will bring up a list of available items for that specific vendor. Select the desired product and click Next.

3. Type in the desired amount, then click Add again.

4. Once ready, click Place Order to send the order for review or processing.

5. After an order is placed, it can be found in the Placed tab, where it can now be received.

6. Clicking Mark as Received will present a pop-up to review and modify the order to match the vendor invoice.

7. Type in the Amount or Cost field to adjust, or if there are no adjustments directly click Mark as Received.

1. Click View order to open a new tab to show more details for that order.

2. All the same actions such as editing amounts, adding products, and placing and receiving orders remain the same as in the panel.

Note: the "Order Details Page" has been reworked. The screenshot above shows the older view; the kebab menu and pop-up dialogs that used to live here have been replaced with inline views and a Deliveries tab. See Managing Orders on the Order Page.