Supplier orders can be created via Products → Purchasing → Order management → Create order.
Selecting products for reordering
Below, you can now see all the products from your shop and can use the arrows in the middle or drag and drop them to the right side to add them to the reorder. The product list can be sorted by the various columns:
Actual – This is the currently available stock of a product in the warehouse selected above.
Min/Target – The minimum and target stock can be adjusted per product in the product details.
Reordered – This value results from existing supplier orders that already include the respective product.
Suggestion – This value results from the target stock minus the actual stock and is rounded up to the next larger multiple according to the package size and the minimum order quantity. Package size and minimum order quantity are defined in the supplier details under the Product assignment tab. You can determine which warehouses and whether open orders should be taken into account when calculating the suggested quantity in the top area next to the target warehouse.
In the leftmost column, two different warning symbols are displayed. The yellow warning triangle means that the products in question are below their minimum stock. The red warning symbol appears when the availability of the product is negative, meaning more products have been ordered by customers than are in stock. Here too, you'll find corresponding buttons in the middle to directly select the respectively marked products for reordering.
Creating order(s)
Once you have selected products for reordering, they are displayed on the right side of the window, sorted by supplier. The value from the Order suggestion column is used as the order quantity, but you can also adjust this value freely. The assignment to the supplier, the purchase price, the expected delivery time, etc. are automatically applied, provided you have entered the corresponding data in the product and supplier details.
If a supplier other than the default supplier is selected in the Supplier field, you can recognize this by the lightning bolt symbol next to the supplier's name.
You can change the supplier by clicking on the Supplier column for the respective product and selecting the desired supplier from the dropdown menu. Here, the suppliers are grouped into Assigned suppliers and Unassigned suppliers, and the default supplier is marked with a star.
If basic information about a supplier is missing, it must be manually added before the order can be created.
You also have the option to flag all or specific products for label printing by clicking the Flag all for label printing button or the barcode symbol in the row of the respective product. The selected products then appear in label printing.
You can generate each supplier order individually or all at once by using the corresponding buttons. You can then find the generated orders under Products → Purchasing → Order management.
Sending the supplier email
By clicking the email symbol, you can send the order form directly to your supplier by email. Alternatively, you can download the order form as a PDF for further use. You can also customize the supplier documents to your preferences. How this works is explained here.
Customizing the supplier email
The email sent to the supplier can be found under Settings → Email management → Email templates → User emails → viisonSupplierOrder. There, you can customize the email template and add translations. To add translations, click on the globe symbol next to the subject or in the Plaintext tab, and then select the language for which you want to add a translation.
