Introduction
Order creation is done in purchase orders which is located under the stock tab. In purchase orders you can create products and load your orders, in advance, before they are delivered.
When your orders are delivered, you can then book the stock in.
Creating an order
To create an order, press add
. Select your supplier and order period and press OK.
This has now loaded the purchase order screen. You can start to create the order, products and input your order quantities.
For Reference, you can use the reference that has been randomly generated, or you can overwrite this with an order reference from your supplier.
Reason is for if you have an order reason. For example: Show Room Order.
You can set an order date and the start and end delivery date ranges.
Create a product
To create a product, press add style
.
Styles file will now open.
Styles file will open on the last product you created, for this supplier. To start a new item press add
.
For our example item, we are going to be adding this Barbour Jacket. The Beacon Sports Jacket is available in Olive and Black.
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Brand, for example, uses the brands you added in the initial set up. However, if you need to create a new brand you can use the quick add button +.
Supplier Style is the styles unique item code.
This Jackets unique style number is MWX0007.
Colour is Olive, we will add the black on later.
The Size Scale needs to exist before you can create the product, if your size scale doesn’t exist you will need to go back into settings.
This jacket comes in Small to 5XL, select the size scale for this size range.
Description is a short description of the item.
This Jackets description is Beacon Sports Jacket
Set the items VAT rate, Cost prices, and Retail Price.
In Fashione, cost prices are excluding VAT and retail prices are including VAT.
There is a price calculator button
, this allows you to work out your retail prices by mark up, margin or profit.
You can continue to set the optional style details.
Supplier: Barbour
Season: AW24
Category: Clothing
Department: Jackets
Once finished, you just press save, to create the item.
Adding another colour way
Carrying on from just creating the Beacon Sports Jacket in Olive. To add another colour option, press the colour pallet
. Tick the colour the product is also available in, and press ok. This will now display the item with its available colours.
Adding Order Quantity
Now we have finished creating our first product, press the x to close style file. It will take you to the add order quantity screen.
Enter the first quantity, and press enter. This will move you along to the next size.
Once you have finished loading your order quantity’s, press ok . This will load your order quantity’s for this product into the purchase order.
You can now move on to your next item, by pressing add style
. Create your next item and then add the order quantities.
Now your order will have two products in the purchase order. Continue to create your items and load the quantities until you have the full order on.
Once finished, press save
. Your order is now saved.
Searching an order
To load a saved order, in purchase orders you can use the quick search keys (Last Order, Today, Last 7 Days, Last 30Days, This Period) or use search
.
Using search will allow you to search by date, reference, reason and more.
Editing an order
You can save your order midway to finish later, as well as edit an order.
We recommend saving your order, if you get called away from your device. This just saves where you are up to.
Search the order, you wish to edit, or continue with, double click the order and it the order will load.
Press edit
. You can now continue or edit the order.
Once finished, press save
.
Booking in your order
To book in your order, open the purchase order that has been delivered and press book in
.
Once pressed, the purchase order will close and the book goods in screen will open.
- Enter a delivery note and select the branch you wish to book the goods in to.
- For labels to create, make sure create labels is ticked.
- You can book in by item, by using the book in column. If you know everything has arrived, you can press Set Outstanding Qty, this will set the book in column to what has been ordered.
- Press ok, and the items will now be booked in, and stock will be created.
Printing the labels
Your labels will now be waiting for you in the label printer. Close out of book goods in and navigate to products – label printer.
There are more features and information on Purchase orders and Book Good In available in this help centre.