How to direct order through Loaded

You need Stock permission to direct order. If you don't have access to this module, ask someone with Managers permission to update your user permissions.
You need to have entered your delivery details, supplier details and stock items. You'll also need to know how to create & send purchase orders and credit requests.
In order to avoid confusion when ordering it will help if you have entered your preferred suppliers stock codes for each stock item before you send.
You can direct order from the following suppliers only,
- Allied/Tasman Liquor
- Bidfood

First, you'll need to make sure direct ordering has been selected as an ordering preference for your supplier.

To do this, head to Stock and then Manage, Suppliers.

Now you can send purchase orders & credit requests directly to the supplier through the web portal.

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

Click New Purchase Order
This will take you to a blank purchase order template
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 Supplier, Unit & Quantity are accurate before adding the next item.
Continue this process until you have entered every item into the purchase order.
Once you are finished click Generate Purchase Orders
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.
You will see at the bottom of the outstanding orders page all of your new purchase orders are there waiting to be sent.
For each purchase order click Send, then Send via Direct Ordering
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.
Ensure that all purchase orders then either have Sent or Acknowledged in the Status column on the outstanding orders page
Now log in to your web portal and accept the order.
Follow the same process for Credit requests but select New Credit Request instead of the purchase order button - the value and quantity will automatically save as negative.