Order from a saved guide
Console: Stock → Order guides. An order guide is a reusable purchase-order
template for a location. It does not place an order or receive stock by itself.
- Select New guide, enter a useful name, and choose the supplier.
- Add the items and their usual quantities. Check each pack and supplier price.
- Choose Default guide for this supplier only if this should replace the
location's existing default for that supplier. Select Save guide.
- Open the guide and select Create PO. Add the expected delivery and notes,
then select Create purchase order.
- Open the new purchase order and review today's quantities, costs, supplier,
and destination. Follow its approval and supplier-sending workflow.
Use Edit → Save changes when a usual order changes. Copy to Location
creates another location's guide with the same items and supplier; review the
copy against that location's needs. Copying does not move stock.
If a supplier product is missing, check its active supplier catalogue link and
pack. Do not choose an unrelated product just to complete the guide. Review
quantities each time: a typical order may be wrong for a quiet day or private
event.
See Purchase orders for ordering and receipt.