Please note: only users with the "Edit Products" permission can place orders.
Once you have added a purveyor and imported their product catalog into opsi, you can begin placing orders!
Upon finalizing an order you will have the ability to include a one-time "Order message" to the purveyor if you have a specific note to include. You also have the option to specify a "Preferred delivery date" based on the availability of that purveyor.
Orders will be emailed to the Order email you have on file for each purveyor. Alongside the order email, any additional contacts created with the Receive Orders flag checked will receive the orders.
Once a purveyor has received the order they have the option to mark it as received. This action will send you a push notification (if turned on) and create an activity feed message to indicate to you that it has been received. They also have the option to print the order from the email to save for their records.
Details about what business placed the order and by who will be included in the email incase they need to contact you. The purveyor can also reply to the order email, which will send the response to the user who placed the order. If you have questions about the order, please contact your purveyor directly.
When the order is delivered you can mark it as such in opsi, and also note the actual cost for each product based on the invoice. If the actual cost differs from what was in your catalog when the order was placed, then opsi will update those products' costs to ensure you have up-to-date pricing moving forward.
Orders can be printed at any time and will include the pertinent details based on whether the order is still submitted (open), marked received, or marked delivered.
To place an order:
Desktop steps
Desktop steps
1. Click into the purveyor you wish to order products from.
2. Alternatively, you can click into a product guide you have created which contains your products.
3. If you have already associated par counts to products, just enter the amount you have on hand into the "Inv" field to generate the order amount in the "Order" field. Otherwise, you can just enter the amount you wish to purchase in the "Order" field.
4. Once you have added the amounts you wish to order, click the "Cart" button at the top.
5. From the cart page you can review the order details by purveyor, along with an approximate total.
6. If you are ready to place an order, you can choose to submit orders individually by purveyor, or submit all at once.
7. After clicking submit you will be prompted to add an order message and/or select a preferred delivery date (both optional). Click "Confirm" once you are done to send the order to the purveyor(s).
Mobile steps
Mobile steps
1. Tap into the purveyor you wish to order products from.
2. Alternatively, you can tap into a product guide you have created which contains your products.
3. If you have already associated par counts to products, just enter the amount you have on hand into the "Inv" field to generate the order amount in the "Order" field. Otherwise, you can just enter the amount you wish to purchase in the "Order" field.
4. Once you have added the amounts you wish to order, tap the "Cart" button at the top.
5. From the cart page you can review the order details by purveyor, along with an approximate total.
6. If you are ready to place an order, you can choose to submit orders individually by purveyor, or submit all at once.
7. After tapping submit you will be prompted to add an order message and/or select a preferred delivery date (both optional). Tap "Confirm" once you are done to send the order to the purveyor(s).
