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🛠️ Ordering Final Checks: Order Tools and Options

Use order tools to split orders by supplier, and manage order imports/exports. These tools help you work smarter when creating orders.

Split Order

Separate orders by supplier or warehouse location to streamline your ordering process.

  1. Click Split Order
  2. Choose:
    • Split items from this order that belong to other Direct suppliers
    • Split items by Warehouse Indicator (if configured)

ℹ️ Note: Use this tool when you've added items from multiple direct suppliers to one order, or when separating by warehouse for delivery purposes. 

Import/Export Options

Manage orders more efficiently by importing, exporting, or sharing order data.

Export

Save orders as .TXT files for importing into other orders or creating credit notes to reverse stock adjustments.

  1. Open an order
  2. Click Export at the bottom
  3. Save the .TXT file

Import

Load previously exported .TXT order files into new or existing orders.

  1. Open a new or existing order
  2. Click Import at the bottom
  3. Select the .TXT file
  4. Items load into the order

Export to Excel

Create an Excel spreadsheet to email non-hosted suppliers or keep for your records.

  1. Open an order
  2. Click Export to Excel at the bottom
  3. Save the Excel file
  4. Email to your supplier or save for records

ℹ️ Note: Export/Import is useful for creating credit notes to reverse stock if you accidentally update the wrong invoice, or for duplicating orders to similar suppliers.