Orders go to suppliers that head office sets up. By default, partners and shift leads can place orders, as long as the ordering module is switched on.
Place an order
Open “Menu” → “Operations & purchasing” → “Ordering”. As a shift lead, simply tap “Orders” at the bottom.
Choose the supplier under “Order from”.
Enter the quantities for the items you need. The fixed bar at the bottom of the screen shows how many products you have chosen.
If needed, add a “Requested delivery” date and a “Note for the supplier”.
Tap the send button in the bar at the bottom. The order goes to the supplier by email and can no longer be changed after that.
| Status | Meaning |
|---|---|
| “sent” | The email has gone out to the supplier. |
| “confirmed by supplier” | The supplier has confirmed using the link in the email. |
| “goods received” | The delivery was recorded as goods received in the Hygiene area. |
| “cancelled” | The order was withdrawn. |
To cancel, tap “Cancel order”, give a reason and confirm with “Cancel order”. Once the goods have been delivered, you can no longer cancel. To repeat an earlier order, use “Order again” in the history: the quantities are already filled in, you check them and send the order. When the delivery arrives, record it with “Receive goods”.
Head office: suppliers and products
Open “Menu” → “Operations & purchasing” → “Suppliers” and tap “Add a supplier”.
Fill in “Company”, “Order email”, “Contact person”, “Phone”, “Customer number (used when a location has none of its own)” and a “Note for locations”. Under “Available at”, choose all locations or only some.
On the supplier's page, add the “Products”. The quickest way is “Paste from Excel” → “Add products”.
If needed, enter “Location customer IDs”.
Under “Orders”, head office can see all orders from the last six months, but cannot edit them.