Adding a product to an order
When raising an order, you can choose a product from the drop-down list, provided you have first selected a Supplier. Just choose the product and click the + Add Product Line sign next to it as shown
If you add a product, a blank line item will remain. This can be deleted if not required. Click the blue cross at the end of the line. If you compose a line item and add a new product code, this will be saved as a product against the supplier – provided your admin has enabled this feature.
Products belong to suppliers. Suppliers are managed in the Supplier module, found under the Business menu. You can batch import products into a supplier as well.
Related Articles
Creating a purchase order
If you haven’t used purchase orders before, we have a useful article on “what is a purchase order” which has some background information. This article explains how to create a purchase order in Zahara. Creating an order You can create a purchase ...Adding Documents to an order
A user can upload a document – Quote/Terms & Conditions when raising an order. They can upload different types of documents that will be stored with the order. You can force a quote to be uploaded over a certain value as well. You can also upload ...Negative Order Balance
Introduction If you receive a warning that the order balance will be negative, then a setting has been enabled to prevent additional invoices from being recorded against an order once the order is fully matched. The setting is in Business Settings > ...Editing your purchase order template
All templates are edited in Business Setting. The HTML templates tab will reveal all templates – Email, Document & Line Items, Purchase Order Document Template You have two templates that make up the Purchase Order that is sent to the supplier. The ...Purchase Order Pdf
Once an order has completed it’s workflow, you can download or view the purchase order PDF. Click through to view the order and then click the ‘Document Actions’ menu. From here you will see the download icon as shown below. Editing the Template The ...