RoamV2 - Stock Orders

RoamV2 - Stock Orders

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

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 order' 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
  7. Click the 'Add Product to order' button

Complete Order and Send to Retailer

Once the products have been added to the Order, you can send the order to Retailer.
  1. From the Stock Orders screen, select the Order.
  2. Click the 'Complete' button.
  3. The Order will then sync to Retailer as a Pending Order in Orders Maintenance.

Find the Order in Retailer

  1. From the Main Screen of Retailer, click Stock Maintenance → Orders → Orders Maintenance.
  2. Click the Magnifying Glass 🔎︎ to Search
  3. You can search by the Order Number or click the funnel icon next to the 'Source' column and tick 'Roam'
  4. Double click the Order or click Ok to open the Order in Orders Maintenance. You can then make changes to the Order in Retailer and send the Order to the Supplier. See Sending Orders to Suppliers

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