Suppliers and supplier orders on the phone

Call or email a supplier, then view supplier orders, tick items as arrived and generate an order email.

Where: mobile · Who can use it: On the home screen the Suppliers card needs the supplier-management permission, and the Orders card shows for sales roles and above. The side menu lists both entries without those checks.

Screens may differ slightly from what you see.

What it is for

Two screens in the phone app. Suppliers is a contact list with call and email buttons. Supplier Orders lists purchase orders, lets you tick items as arrived and generate an order email.

Who can use it

On the home grid, the Suppliers card shows only if your role has the supplier-management permission. The Orders card shows for the roles sales, senior sales, manager, director and owner.
The side menu (the drawer) lists Suppliers and Orders with no role check in the app.

How to use it

Find and contact a supplier

Open Suppliers from the home grid or the side menu.
Type in "Search by name, brand, or account...".
Each card shows the supplier, account number, brands, phone and email buttons and the product count.
Tap the phone number to call, or Email to start an email.
Tap the card itself to expand it. The expanded card shows Payment, Contact, Order Email, Website, Account Manager and Address.

If nothing matches, the screen says "No suppliers match" your search, or "No suppliers found".

Look at a supplier's orders

On a supplier, tap View Orders. The title becomes " Orders".
From the Suppliers screen, the bag icon (tooltip "View Orders") opens the orders for all suppliers, titled "Supplier Orders".
Use the tabs: All, Draft, Ordered, Acknowledged, Complete.
Tap an order to open it in a sheet from the bottom of the screen. It shows the order reference, status, Ack Number and Invoice Ref when set, a progress bar of arrived items, and the item list.

Mark an item arrived

Tap the round tick circle at the left of an item in the order sheet. It fills green with a tick when the item has arrived. The app shows "Item marked as arrived" and refreshes the list. If it fails you see "Failed to mark arrived".

Generate an order email

For an order that is not cancelled or complete, tap Generate Order Email. The text appears in the sheet. Use the copy icon ("Copy to clipboard") to copy it. The app confirms with "Email copied to clipboard".

Tips

Items with an order issue show a red warning line under them.
Pull the list again by changing tab if the data looks old.

Things to know

On the phone you cannot send a purchase order or record acknowledgement details. Do that on the web (see Supplier orders).
Load errors show as a floating message such as "Failed to load orders".

Common questions

How do I mark an item as arrived on the phone?

Open the order and tap the round tick circle at the left of the item in the order sheet. The sheet also shows a progress bar of arrived items.

Who sees the Suppliers and Orders cards on the phone?

On the home grid the Suppliers card needs the supplier-management permission. The Orders card shows for sales, senior sales, manager, director and owner. The side menu lists both with no role check in the app.