Please note: only users with the "Edit Vendors" permission can complete orders
Once an order has been placed you can view/manage the details of the order, including the ability to mark it as delivered and add internal notes for the team.
Marking an order as delivered provides you the ability to not only close out the order, but update the price of each vendor item if fluctuation occurred since your previous order. This process keeps your costs up-to-date for both future ordering, recipe and inventory costs.
Once an order is marked delivered, all users with the Edit Vendors permission will receive a push notification (if enabled), as well as a message in the activity feed.
To complete 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 will see a list of all your orders. Click into the one you would like to complete. You may need to adjust the date-range picker to see older orders.
4. In the order details view, click "Mark Delivered".
5. Enter the received quantity and actual price upon delivery*. Leave blank if the price didn't change. You can also include an internal note to the team about the order.
*If the actual price is different from the approximate price, your costs will be updated after confirming delivery.
Click "Confirm Delivery" once you are done.
Mobile steps
Mobile steps
1. Tap 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. On the order details view, tap "Options" and choose "Mark Delivered".
6. Enter the received quantity and actual price upon delivery*. Leave blank if the price didn't change. You can also include an internal note to the team about the order.
*If the actual price is different from the approximate price, your costs will be updated after confirming delivery.
Tap "Confirm Delivery" once you are done.
