How to create supplier orders from scratch

Create and prepare supplier orders on melba

Published on 01/05/2022Hind Andaloussi

How to create a supplier order?

Creating an order consists of listing the products you want to order from a given supplier, those with which you work within the establishment. A newly created order is therefore in the "preparation" status and can be edited as long as it has not been sent.

There are several methods of creating orders, depending on how the establishment operates:

Set up product purchasing information

To be ordered from a supplier, an item must have purchase information allowing the recipient supplier to identify the exact reference of the product and deliver it in the packaging expected by the establishment.

To do this, go to the "purchase information" section of the article page, then add a purchase cost .

Create an order and add products

Orders are accessible in the Supplier orders tab   of the main menu

The drop-down title in the header displays Orders View by default  .

To create a new order:

  • Click on the floating button " Create " at the bottom left
    In the creation modal:
  • Select a supplier (all by default)
  • Select the desired delivery date
  • Validate by clicking on Create
  • Click on the Add an order line button to access the list of items for this supplier
  • Select the items to order

A created order has the status "in preparation" as long as it is not sent. It thus remains editable until its transmission to the supplier.

Add a comment to orders

On melba, it is possible to add a comment to each order. This functionality is useful for anchoring specific information and storing it. For example, in the context of the use of melba by multiple people within an establishment, the comments make it possible to transmit information relating to the order.

To add a comment to an order:

  • In the list of commands
  • Click on the contextual menu of a command represented by the symbol "  "
  • Click on Add a comment
  • Enter the comment
  • Validate by clicking on Add

  • In the order screen
  • Click on the Other actions drop-down menu
  • Click on Add a comment
  • Enter the comment
  • Validate by clicking on Add