Ordering more

You notice the shampoo is down to two on a Saturday, mean to order it on Monday, and remember on the following Thursday when somebody asks for it. Purchasing exists so the noticing and the ordering are the same action.

Suppliers first

Purchasing → Suppliers → Add supplier. A name is all that's required; the rest is what makes ordering easier later — email, account number, lead time in days, minimum order, payment terms.

Lead time is the one people skip and then want. It's the difference between "we need more" and "we needed more last Tuesday".

Then link suppliers to products. On a product's Suppliers panel, Link a supplier records who sells it, at what cost, and which one you prefer. A product with no supplier linked cannot go onto an order at all — that's the usual reason something is missing when you come to order it.

Raising an order

Letting it work out what's low

Reorder does the rounds for you: everything below its desired quantity, grouped into one order per supplier. It needs a desired quantity and a preferred supplier on each product, and it tells you exactly which products it had to skip and what to set to include them next time.

It's worth setting those two fields on your top twenty sellers even if you never use anything else here. That's the point at which reordering becomes a review rather than a stock-take.

Where the stock goes in

Here's the part worth knowing before you plan around it: booking a delivery in happens on the product, not on the order.

When the boxes arrive, open each product and use Adjust stock → Received stock, at the location it landed. The purchase order stays as the record of what you asked for and what it cost; the Received column beside each line is there for that reconciliation.

It means the two halves live on different screens today. Order in Purchasing, receive in Products.