Stock Ordering / Reordering
Importing Orders from CSV file
New to Retailer 3.3.1, you can now import orders from a CSV file into Orders Maintenance which can be printed or sent to suppliers, then be ready to be arrived into Retailer. This is separate to arriving a CSV Invoice file. Click HERE for steps to ...
Importing Orders from Evergreen Connect
New to Retailer 3.3.1, you can now integrate with Evergreen Connect to import your online orders into Orders Maintenance ready to be arrived into Retailer. There are 2 ways you can import orders from Evergreen Connect. The first is to manually ...
Stock History - Orders Maintenance
When creating a supplier order, you can select an item and look up its sales history. If you need information on how to create and send a supplier order in Orders Maintenance, start by clicking HERE . Click on the item in the grid, and click Stock ...
Quickly add a Stock Item to a Supplier Order
Sometimes you may realise that an important item is out of stock, and need to quickly add it to an order from a supplier. You can do this by using the 'Order this Item' button, which can be found in both the 'Reorder' tab of the Stock Screen, and in ...
Reordering Stock Using the Supplier Sales Analysis Report
Using the Supplier Sales Analysis Report for re-ordering will involve the following: The report shows each stock item, the current quantity-on-hand and the number sold within a date range for a particular supplier. Gives you a quick glance at what ...
Order by Sales Utility
The Order By Sales feature allows you to create orders based on sales of stock items. For a comparison between re-ordering methods, click HERE. Before Using the Order By Sales Utility Stock-on-hand quantities need to be accurate to take full ...
Arriving Orders That Have Been Sent to Suppliers
Arriving a Sent Order Through an Invoice From the main screen of Retailer, click on Stock -> Invoice Arrivals . Arrive the invoice that has the item on it as you normally would. Click HERE to learn more about arriving invoices. When the item is ...
Creating & Sending Orders to Suppliers
Creating An Order From the main screen of Retailer, click on Stock Maintenance -> Orders -> Orders Maintenance. Click on Add Order. The Order Number is automatically generated or optionally, you can change it. Choose the Supplier. Choose the Staff ...
Managing Pending Orders
Adding Stock To Existing Orders On the top menu bar of Retailer, click on Stock Maintenance -> Orders -> Orders Maintenance. Click on the magnifying glass icon on the top-left to access the Find An Order screen. Click on the particular order and ...
Emailing Orders To Suppliers
Retailer allows you to send your orders to suppliers by e-mail, eliminating the need to print them out. Configure E-mail Server Settings Before you can send e-mails to suppliers, e-mail server settings need to be configured in Retailer. For more ...
Sending Stock Orders Through Pet Smart Integration ( Just For Pets )
Retailer can be setup to send stock orders via email directly to Pet Smart suppliers. Setting Up Retailer for Pet Smart Integration Before using Pet Smart Integration in Retailer, certain settings and files need to be imported in order to send the ...
Reordering Stock - Overview and Best Practices
Retailer provides a number of methods to re-order stock from your supplier based on sales and/or current quantities. This means that you can reorder based on your actual data, instead of relying on your gut or a supply rep going through your store. ...
Reordering Stock Using the Reorder Report and Desired ( Min / Max ) Quantities
Requires setting up desired quantities for stock items but reduces a lot of guess-work when reordering. Once set up, is very automated and requires little input from the user. Can be run for specific suppliers and/or departments/categories. Takes ...
Reordering Units vs Packs
When reordering stock through Retailer, you can configure Retailer to order by unit or by pack, if you have packs set up. For more information on setting up packs, click HERE. Set Up Reorder Methods From the main screen of Retailer, click on Stock -> ...