Video guide
Here is a step-by-step guide for placing an order:
How to place an order
The quickest and most efficient way to start a basket is by clicking on the relevant Order Sheet from your home page. Alternatively, you can navigate to Baskets > New Basket.
(đĄIf you donât have any Order Sheets set up yet, we recommend creating one. It makes placing orders much faster and keeps things organised.)
Enter a name for your basket â your initials or the date are good options.
Create the basket (If you are creating the basket from an order sheet, Purchase
Warrior will pre-populate the Product Hub with the Hub selected in the Order Sheet â otherwise you'll need to choose your hub yourself).
Click on Next.
Add the products to your basket as desired from the Products tab.
Once you're ready click Proceed to Checkout. Check all the products in your basket, including the quanity of each product you're ordering and the prepopulated delivery date for each supplier. Amend this information as desired.
Then click Submit Order. This will send all products that you have selected to all suppliers.
Once order has been placed, you can view the order status within Orders.
â ď¸Note
If your organisation has set up approval workflows for raised orders, you may see that your order has been assigned a status of âRequires Approvalâ or âAwaiting Approval.â At this stage, the relevant approver(s) will have been alerted that an order requires their review.
Key information flagged by Warrior
Next available delivery date
Warrior will default to the next available delivery date based on your delivery schedule arrangement with the applicable supplier. This can be altered by clicking on the edit pencil next to the date but only dates the supplier has provided will be offered â this cannot be overridden.
Delivery Cost Threshold and Minimum Order Values
The system will flag if specific values have not been met meaning delivery charges from suppliers would be invoked. Warrior will prevent you from placing the order until the thresholds have been met.
If an order you are creating cannot be placed for this reason it will be displayed via a warning logo next to the supplierâs name, an example is below.
đĄTIP
You donât need to add products supplier by supplier (unless you wish to). Just add the products you wish to order as Warrior will split products out by PO to each individual supplier in the next stage.
You can check the status of your order at any time by navigating to the Orders section. This will display a list of all orders you have raised along with their current statuses.
âşď¸ Have any questions or need support? Reach out to us on our email. We're here to help!