Please note: only users with the "Edit Vendors" permission can manage orders.
Once you place orders, they appear on the Orders page, which lists all your open and past orders. Clicking on an order shows detailed information - including vendor details, order date and time, estimated total cost, a list of purchased vendor items, and options to attach invoices, add internal notes, mark the order as delivered, and print it.
An order has 3 statuses:
Submitted
The order has been sent to the vendor.
Received
The order has been marked received by the vendor and is being processed.
Delivered
The order has been marked delivered by one of your team members.
To view an order:
Desktop steps
Desktop steps
1. Click to the "Items" page.
2. Click "View" and switch to the "Orders" view.
3. On the Orders page, you'll see a list of all your orders. Click the order you want to view or manage. You may need to adjust the date-range picker to see older orders.
3. Details about the order will display, including the ability to Mark Delivered, Add Notes, Attach Invoices, and Print.
4. On the previous page you are able to re-order or delete an order by clicking the edit (pencil) icon.
Mobile steps
Mobile steps
1. Tap to the "Items" page.
2. Tap the down arrow next to "Items".
3. Switch to the "Orders" view.
4. On the orders page you will see a list of all your orders. Tap into the one you would like to view/manage. You may need to adjust the date-range picker to see older orders.
5. Details about the order will display here. You can also Mark Delivered, Add Notes, Attach Invoices, and Print.
