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Knowledge Base |
Reports - Vendor Orders
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This article will guide you through managing your Vendor Orders. Tracking vendor orders is important in controlling your inventory levels. You can add a new vendor order with specific products, edit order detail, and view the vendor order list.
Requirements - A Master Admin login or a Staff login with the following permissions:
Navigate to Reports > Products > Vendor Orders. To add a new vendor order:
First select if you want to use a template from the drop down menu. It is defaulted to Do Not Use Template.
Select The Vendor This Order Is From from the drop down menu.
Type in an Order Ref #. This is optional and if nothing is entered it will be created by ClubReady.
Set the Order Date.
Set the Expected Due Date.
Click on Add Vendor Order.
Once you have entered in your new vendor order you will be brought to the Edit Order Detail section.
You can edit the Order Ref #, Order Date, and Due Date. Click on Update Order Overview to save changes.
Start typing in the name or the product ID to Add New Product Item To This Order. Type in the Quantity and Price (per individual item) and click on +Add to add a new product to the vendor order. Once your products have been added, a summary will appear below and will list the Product, Quantity, Received, Returned, Price, and Extended Price.
Items can be updated with the number Received and number Returned. Click on Update to save any changes, or click on the red x to remove a product from the order.
You can also view your current vendor order list. This is displayed underneath the Add Vendor Order button when first selecting the Vendor Order report.
You can view the vendor orders list by:
Pending Orders
Orders Not Yet Received
Partially Received Orders
Fully Received Orders
You can also Filter By Vendor and use the drop down menu to select the vendor you wish to view. Show All will be set by default.
The vendor order list will display the Order Ref #, Vendor, Due Date, Items, and Value.
Click the green plus sign next to a vendor order to mark it as received in full.
Click on the edit pencil next to any Order Ref #'s for editing options. This will display the Edit Order Detail section.
Click on the red x to delete a vendor order.
Requirements - A Master Admin login or a Staff login with the following permissions:
- Reporting - Can access reports
- Reporting - Can access products: manage vendor orders
Adding A New Vendor Order
Navigate to Reports > Products > Vendor Orders. To add a new vendor order:
First select if you want to use a template from the drop down menu. It is defaulted to Do Not Use Template.
Select The Vendor This Order Is From from the drop down menu.
Type in an Order Ref #. This is optional and if nothing is entered it will be created by ClubReady.
Set the Order Date.
Set the Expected Due Date.
Click on Add Vendor Order.
Edit Order Detail
Once you have entered in your new vendor order you will be brought to the Edit Order Detail section.
You can edit the Order Ref #, Order Date, and Due Date. Click on Update Order Overview to save changes.
Start typing in the name or the product ID to Add New Product Item To This Order. Type in the Quantity and Price (per individual item) and click on +Add to add a new product to the vendor order. Once your products have been added, a summary will appear below and will list the Product, Quantity, Received, Returned, Price, and Extended Price.
Items can be updated with the number Received and number Returned. Click on Update to save any changes, or click on the red x to remove a product from the order.
Vendor Order List
You can also view your current vendor order list. This is displayed underneath the Add Vendor Order button when first selecting the Vendor Order report.
You can view the vendor orders list by:
Pending Orders
Orders Not Yet Received
Partially Received Orders
Fully Received Orders
You can also Filter By Vendor and use the drop down menu to select the vendor you wish to view. Show All will be set by default.
The vendor order list will display the Order Ref #, Vendor, Due Date, Items, and Value.
Click the green plus sign next to a vendor order to mark it as received in full.
Click on the edit pencil next to any Order Ref #'s for editing options. This will display the Edit Order Detail section.
Click on the red x to delete a vendor order.
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