Supplier orders¶
The Supplier Orders module tracks orders you place with your suppliers. From placing the order to receiving the delivery, you have a clear overview of what has been ordered, from whom, and what has arrived.
Creating a supplier order¶
Navigate to and click Create supplier order. Select a supplier and a sales channel, then add the products you want to order.
Supplier orders can also be created automatically when you mark an item as “to order” on a sale, repair, or creation. In that case, the supplier order is linked to the originating order so you can trace it back.
Statuses¶
Each supplier order goes through three built-in statuses:
Created — the order has been prepared but not yet sent to the supplier
Ordered — the order has been placed (automatically set when you email the supplier)
Delivered — the products have arrived
You can also add custom statuses to match your own workflow.
Placing the order¶
Click Place order on the detail page to open an email to the supplier. The email can include the supplier order document as an attachment. After sending, the status is automatically changed to Ordered.
Before emailing, you can generate a PDF document using the Create document button. The document includes the order ID, supplier details, and a table of all ordered products with quantities.
Receiving delivery¶
When the products arrive, change the status to Delivered. A Generate stock in button appears — clicking it creates a Stock in record with all the ordered products. This automatically adds the products to your inventory in the correct storage.
Once generated, a link to the stock in record is shown on the supplier order detail page.
Linking an incoming invoice¶
On the detail page sidebar, you can link an incoming invoice from the supplier to the order. This makes it easy to match what was ordered with what was invoiced.
Kanban and list view¶
Switch between a kanban board (organized by status with drag-and-drop) and a table view using the view toggle.
Filtering¶
Filter the supplier orders list by:
Search (order ID, supplier name, customer name)
Date range
Supplier
Status
Sales channel
Flagged status