How to order from a non-default supplier

To access head to Stock and then Ordering, Outstanding Orders.

1. Click New Purchase Order

2. This will take you to a blank purchase order template

3. Click +Add Item and type the name of the stock item you are wanting to order. Select the appropriate product from the list, ensure that the Unit & Quantity are accurate before editing the supplier.
   

4. To change the supplier click on the supplier text box and type in the name of the non-default supplier you wish to order from. Select the supplier name from the drop box. 

5. Loaded will then prompt you to see if you'd like to change this new supplier to the default supplier in future. Click, No.  

   
   

6. Once you are finished click Generate Purchase Orders.

7. Loaded will take you back to the outstanding orders page, it will split all the items you just entered into purchase orders for the relevant supplier.

8. You will see at the bottom of the outstanding orders page all of your new purchase orders are there waiting to be sent.

9. For each purchase order click Send, then Send via Email, or Send via Fax

10. You can also use the Print to PDF button to keep a copy of the purchase order on site to match when the delivery is made. 
    

11. Ensure that all purchase orders then either have Sent or Acknowledged in the Status column on the outstanding orders page

    
    

Other articles and resources that you might find useful.

• Best practice stock set up
• How to add supplier details
• How to create and send purchase orders & credit requests
• How to mark purchase orders and credit requests as received