Optios

Preparation To place an order you have to go through a number of preparatory steps.

Add suppliers This can be done at Products&gt; Suppliers&gt; Create

- Add suppliers This can be done at Products&gt; Suppliers&gt; Create
- Link the suppliers to your brands

Format order Click Products&gt; Orders&gt; Create

You see all products that are in shortage already These are products whose stock number is below the minimum number. <a href="https://help.optios.net/en/articles/3985109-what-is-minimum-and-maximum-stock">What is minimum and maximum stock?</a>

Add products with the scanner or manually via the button 'add product'

The option to send the order by mail is checked by default. You can also disable this

- Format order Click Products&gt; Orders&gt; Create
- You see all products that are in shortage already These are products whose stock number is below the minimum number. <a href="https://help.optios.net/en/articles/3985109-what-is-minimum-and-maximum-stock">What is minimum and maximum stock?</a>
- Add products with the scanner or manually via the button 'add product'
- Click on 'Place order'
- The option to send the order by mail is checked by default. You can also disable this

Open the order using the magnifying glass

Enter the number delivered per product in OR

If everything was delivered as ordered, you can click on "mark all as delivered" at the bottom of the page to immediately set all quantities correctly.

Click on Confirm Delivery Always check whether the previous orders have been completed! If a product is already in an order list, it can not be automatically added to a new order list. It is best to review your orders and deliveries. In principle, every order/delivery must have a green tick or red cross in front of it. 🔹 Blue diamond: order has been made but not yet sent: 🔶 Orange diamond: order was sent to supplier, but delivery was not confirmed.

- Open the order using the magnifying glass
- Enter the number delivered per product in OR
- If everything was delivered as ordered, you can click on "mark all as delivered" at the bottom of the page to immediately set all quantities correctly.
- Click on Confirm Delivery Always check whether the previous orders have been completed! If a product is already in an order list, it can not be automatically added to a new order list. It is best to review your orders and deliveries. In principle, every order/delivery must have a green tick or red cross in front of it. 🔹 Blue diamond: order has been made but not yet sent: 🔶 Orange diamond: order was sent to supplier, but delivery was not confirmed.