How to prepare supplier orders from a template

Carry out supplier orders from a template of products calibrated in the desired quantities

Published on 10/21/2022Hind Andaloussi

Why order from templates?

A template is a clever way to control the needs necessary for recurring production or sales.

It is therefore very concretely:

  • From a selection of products, recipes or articles
  • That we will calibrate, that is to say, inform the quantities that we will handle
  • To automatically generate orders by supplier
How to use the models?

The model: a selection of products to handle freely and simply

How to order from templates?

Templates are accessible in the Templates tab  of the main menu

To place supplier orders from a template, you must:

  1. Create a template
  2. Add products using the " + " at the bottom left
  3. Adjust the quantities and unit of recipes
  4. Click on the  Prepare orders button
  5. In the preparation mode:
    - Select a supplier (all by default)
    - An option allows you to add to current orders from the same supplier
    - An option allows you to remove the products from the template
    - Validate by clicking on  Prepare

Upon validation, the user is automatically redirected to supplier orders and can now send them.