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đź›’ Creating an order

Before you can send an order, you need to build it. You can add items manually or use your PDE device — whichever fits your workflow best.

Creating an order is the foundation of stock management: once it’s saved and updated, it becomes the link between what you order and the invoices you’ll later receive.

Where to start

Go to:
Inventory → Orders/Invoicing Entry

OpenOrdersInvoicing

Then click Add.

  • In Document Type, choose Order.

  • Select the supplier (if needed).

  • Click OK, then Edit to open the order

Add items to the order

You have two options:

  1. Wireless PDE – See the article for Order on the PDE here: (Coming Soon)

  2. Manual 

Manual

  •  Click Add (or press INS on your keyboard).

  • If you know the Item Number or APN, type it straight into the blue field.

OrderAddItemManually_1

  • If you don’t, click Find to search by description. You can:

    • Use the Wildcard Search to narrow results (e.g. typing COCA will only show items with “COCA” in the name).

    • Sort by headers to view alphabetically or numerically.

    • Use Find by APN if you have the barcode handy.

  • Once you pick an item, click OK to add it.

OrderAddItemManually_2

The system will then guide you through the details step by step:

  1. Carton Cost (optional edit)

  2. Order Cartons (enter number of cartons to order)

  3. Or switch to Order Units if you’re ordering in singles

Keep pressing OK until the item is fully added to your order.

OrderAdjustingCartons

đź’ˇ Tip: You can change which field is highlighted first (e.g. go straight to Order Cartons instead of Carton Cost). The system remembers your last setting.

OrderFirstEdit

Editing the order

  • To edit an item: double-click it or press F2.

  • To delete an item: select it and press DEL.

Once you’ve added all your items, the order is ready to send. But before you do, check these out:

👉 Order Final Checks: Last Chance
👉 Order Final Checks: Wait On
👉Order Final Checks: Sales Factor

✔️ Quick check before sending

Before you move on, take a moment to review your order:

  • Quantities – Do cartons/units look right for each item?

  • Costs – Double-check carton or unit costs are correct.

  • Supplier – Confirm the order is linked to the right supplier.

If everything looks good, you’re ready to send it.

Next steps

👉 Metcash order sending (Coming soon)

👉SPAR order sending (Coming soon)