It is possible to generate orders, ad hoc or directly from a plan, which will enable users to collate their requirements in a report. They can then e-mail or print this from the Reports page and provide it to their supplier.
- If you have created a spray plan and no orders have been created following your recommendations, when you navigate to the Orders page, you will see a reminder with a blue banner (as below).
- Select Add Order.
- Providing you are placing the order the same day as you created the spray plan, the products to be ordered will auto-populate.
- Should the order be added on a later date, to auto-populate the products, you need to use the date filter in the action column (to the right).
- In addition to the date filter, orders can also be created from plans made by other users; simply use the drop down box in the action column.
- Whether an order is being created from a spray plan or it is ad hoc, you can always add or amend the products required.
- To order additional products, select Add a Product.
- To amend a product, change the data in Order Qty, Pack Size or Packs Required (level of subscription will affect whether all of these data fields can be edited).
- To remove a product, click on the X to the right of the product’s Total Price.
- When all products have been added, if appropriate, you can complete the remaining data fields.
- Check all the information is correct and once satisfied, click on Save Order as shown below in the top right.
If you need to delete an Order, you can do this by clicking on Remove Order under Actions on the right-hand side of the screen:-
