How to Order Through Opsimize

To create and email a new order to your supplier, go to Ordering > Purchase Orders, and click on "+" button as below.

You will be presented with the form that allows you to select any supplier product from any supplier in one view - i.e. a "shopping list".  Once your shopping list is complete, the system will create individual purchase orders based on it (this will be shown later in this article).

To add items to the shopping list, click on "+" in the form.  You will then see a product selection screen (see example below).

Once you've selected the items you need on the above screen and added them to the shopping list, you will then see the screen below.  Choose the right containers, enter quantity of each item you'd like to order, and edit prices if needed.  When you are satisfied that your list of items is recorded correctly, click on "Create POs" button.

At this stage, the system will split up your shopping list based on Supplier, and create a purchase order per supplier.  It will place these POs with status Draft in your PO overview, as below. 

All that is left to do is to open each Draft PO and either email it to your supplier or mark it as sent if you have to order over the telephone.  At this stage your PO is recorded as having been ordered - it will be displayed with status "Sent".

Once the order is delivered, you need to record its delivery, which is described in the article "How to Take Delivery of an Order".