Orders

Orders are placed with suppliers according to their configured rules, which include delivery schedules, budget limits, and other ordering restrictions. These settings ensure that all orders comply with supplier requirements and site policies.

Creating an Electronic / Email Order

Follow these steps to add a new order:

1. Select the required Supplier

2. Click Add an Order

3. Set the required Quantities of Items to be ordered

   • Apply a Category or Search to easily find items

   • Click Add<quantity> to add the items to the order

   Follow any rules stated at the top of the screen which related to any budgets or minimum or maximum values defined by your systems administrators

4. Click Confirm

5. Click Yes to confirm the order

6. Click Edit and select the required Delivery Date

   Available delivery dates are displayed with a trolley icon

7. Choose to Send or Send Later as required

   Orders set as Send Later can still be amended and have items added or removed

Order Statuses

The following table defines the order status icons that can be displayed for orders:

Icon	Status
	Order added but not sent
	New order added today
	Order added and sent but not acknowledged by the supplier
	Order requires authorisation
	Order acknowledged by the supplier