This article will teach you how to generate a template order in Supplyit.
Overview
Generating a template order is useful if you accidentally delete your standing order. This process can also be used to prepare for a manager's day off or an upcoming event with an earlier-than-normal order adjustment deadline.
Prerequisites
Template Setup: Products and quantities must already be set up on the order template for the corresponding day of the week, order type, and shift you wish to generate.
Workflow Navigation: If you use Workflows navigation, click Activities above the left menu before starting.
Creating a Template Order for a Supplier Purchase
Click Activities -> Orders in the left navigation menu.
Select Add Orders, then click Template beneath it.
Under Order Type, select Purchase.
Enter the date for the order.
Select the shift from the drop-down menu.
Click Generate Orders.
Click Continue in the confirmation pop-up.
Repeat these steps for any additional order dates.
Creating a Template Order for In-Store Production
Click Activities->Orders in the left navigation menu.
Select Add Orders, then click Template beneath it.
Under Order Type, select Work.
Enter the date for the order.
Select the shift from the drop-down menu.
Click Generate Orders.
Click Continue in the confirmation pop-up.
Repeat these steps for any additional order dates.
Tips & Warnings
Future Dates: Exercise caution when generating orders far in advance. Any new products added to your catalog after generation will not be automatically included on those future orders.