RoamV2 - Stock Orders

RoamV2 - Stock Orders

The Stock Orders section of Roam allows you to create a Order for a Supplier which will then sync to Retailer -> Orders Maintenance.

Access Stock Orders

  1. From your Roam POS screen, click on the hamburger menu button ☰ in the top left corner.
  2. In the menu sidebar, click Stock Orders
  3. Use the Search box at the top of the Stock Orders screen to search for an Order Number.
  4. The 'In Progress' tab shows Orders that have not been marked as Complete. The 'Other' tab shows Orders marked as Complete or Cancelled
  5. The blue filter button at the top of the screen can be used to filter orders:
    1. By Location (Multi-Store only)
    2. By Product
  6. Click the Create New button in the top right corner to create a new Stock Order
  7. Select an Order from the list to view the Order Details or add products to the order

Create Stock Order

Below are the steps to create a Stock Order in Roam.
  1. From the Stock Orders screen, click the Create New button in the top right corner.
  2. Click Select a Location and select your Retailer Location.
  3. Click Start Stock Order

Add Products to Stock Order

  1. From the Stock Orders screen, select the Order
  2. Click the 'Add Product to Invoice' button
  3. Search for an Existing Product or click the New Product button to create a new product.
  4. Enter the Quantity you wish to Order.
  5. Select the Supplier you wish to Order the product from.
  6. Enter the Supplier Stock Code for the item

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