Order Requests
Suppliers may add an order on your behalf, especially if you are meeting with them in person.
You can raise your own orders on Sellar (find out how here), however, sometimes a Supplier might raise an order on your behalf.
This might be because:
They are with you in person and want to capture the order there and then.
Your processes and EPOS might not allow you to raise orders in Sellar.
They are showing you Sellar for the first time and want to be extra handy.
Don't worry though, because with these orders raised on your behalf:
You can still edit the order and make changes to suit you.
Add it to your Sellar Credit tab to enjoy up to 60 days of credit.
Reject the order if you no longer need it.
So what do I do? If the Supplier has chosen the payment type as:
Sellar Credit - It will appear in 'Action Required and you will need to add it to your tab
Proforma or their own credit - It will appear in your orders list
Order Request Sellar Credit
Suppliers might create an order for you, putting it on your Sellar Credit tab. These orders need to be added to your tab by you.
As you control your Sellar Credit tab, you will need to add them to your tab once the Supplier raises them. All orders like this will live in the 'Action required' tab.
Open up your orders and look at 'Action required'. This is where all the orders you need to review will live.
If you are happy with the order, click to add it to your Sellar Credit tab. The order will find its way over to your orders list with all your other orders.
If you want to edit the order, click the edit order button. From here, you can make all the changes you want to the order, then add it to your tab!
💬 What happens if I ignore the request?
The order won’t be processed until you confirm it. You’ll continue to see it in your Action Required tab and get reminders.
Sellar Credit Payment Links
Suppliers might send you a link to add an order to your tab, instead of logging into Sellar to accept it.
If a Supplier sends you a link to an order they have raised, you can quickly accept, edit and cancel the order from the link. No need to go to Sellar.
To accept the order - Use the 'Add to tab' button. The order will be processed and appear in your order list. Get ready for the Supplier to fulfil your order.
To edit the order - Use the 'Edit order' button. From here you can make all the changes you want to the order, then add it to your tab!
To cancel the order - Use the three dots next to the order and then 'Cancel order'. Be careful you can't bring it back.