Place Order from Template (A, G, C)

Place Order from Template (A, G, C)

Place Order from Template (A, G, C)

1)       From your homepage, navigate to Ordering -> Orders -> New Order.

    1. Or select Place Order from your shortcut bar (if enabled).

2)        Use the dropdown menu under 'Order by Template' to select the supplier template you want to use for placing your order. Click here for how to create an order tempalte​

3)       Select Start Template Order.

4)       Choose your Requested Delivery Date.

5)       Select the Department for the order from the dropdown on the right of the page.

6)       Enter the Number of Packages for desired order items

    1. You can add additional items to your order from the Other Products Available table located below. This table contains the supplier’s full product price file. Confirm by selecting Add to Order. Note: feature only available for non-         assigned templates.

    1. Additional items can be added to the existing template by selecting the Save new Items to Template check box located below the order template.

7)       Select Recalculate (located on the right-hand side below the order template) to display the total order value. Once complete select Confirm Order.

8)       Order confirmation will then be displayed. Here you can:

    1. Place Order to finalise and send the order to the supplier.
    2. Save and Come Back (saved orders are stored in Manage & Receive).



    • Related Articles

    • Record Order (A, G, C)

      Record Order (A, G, C) Record order enables you to record orders into your system that have already occurred. Record Order does not send a purchase order to the supplier. Record Order is most popular for capturing: Invoices for standing deliveries ...

    • Edit Order Templates (A, G, C)

      Edit Order Templates (A, G, C) Editing your Order Template allows you to: · Add/remove products · Edit assigned accounts · Edit product categories · Edit the template department · Edit par levels · Rename the template You can edit your Order by ...

    • Create Order Templates (A, G, A)

      Create Order Template (A, G, C): Creating an Order Template allows you to quickly save and organise your favourite products from a supplier’s full catalogue into a single, consolidated order sheet. Order templates help you save time by eliminating ...

    • Adding Supplier Account ID Numbers (A, G, C)

      Adding Supplier Account ID Numbers (A, G, C) 1) From your homepage, navigate to Ordering -> Orders -> Supplier Account IDs 2) Select Add New Record. 3) Select the supplier that you wish to add an account ID number for. 4) Select the price file/s that ...

    • Create & Edit Categories and Floorplans (A, G, C)

      Create & Edit Categories and Floorplans (A, G, C) Within Buy Force Live, Categories and Floorplans are essential tools for product management and stocktaking. Products can be assigned both a Category and or a Floorplan. Categories: · Purpose: ...