Retailer can be setup to send stock orders as CSV's via email to Eastern Distributors.


Setting Up Suppliers

  1. On the top menu bar of Retailer, click on Stock Maintenance -> Suppliers and Departments.
  2. Click on the Suppliers tab.
  3. Click on the magnifying glass icon and select your Eastern Distributors supplier
  4. Go to the Other tab
    • Tick Email Order via Retailer if you want the email sent via Retailer. If unticked, it opens the email as a draft in your default email program (such as outlook or thunderbird).
    • In Format Of Order To Export, tick PDF if you want a PDF attached to the email..
    • In Format Of Order To Export, select CSV from the drop down box to the right.
    • In Order Email Subject and Order Email Body, type in what subject and body text you want to see in the email by default with the attached CSV and/or PDF.
  5. Click Save, then Close

Sending Orders

  1. Create an order as you normally do through Stock Maintenance -> Orders -> Orders Maintenance.
    NOTE: For more information about creating orders, click HERE.
  2. Click on Send Order To Supplier.
  3. Select Send Order Using Supplier Settings
  4. Click Email Order.
Depending on your choice about Email Order via Retailer in the supplier settings, then next two pathways occur
With the Email Order by Retailer enabled
  1. The order email will queue up and send via Retailer shortly.
  2. Press Close
With the Email Order by Retailer disabled
  1. The send e-mail window for your e-mail client eg. Outlook or Thunderbird, will appear. 
  2. You can type in a message or edit the e-mail as you like.
  3. Click on the send button to send the e-mail.