This is an updated version (September 2024) of the sales order flow for suppliers & agents
Sales Reps/Agents and Suppliers will now have a new option on their Navigation Bar "Shop Brands". From here, the agent and suppliers can create and/or view their retailers Buy Plans, Buy Plan Templates, Quickfill, Count'n'Fill and Orders.
From Shop Brands
Creating a buyplan for a retailer that has no buyplan assigned to them
- Go to shop brands > click on a brand
- Click a release on the brand modal > select "create buyplan" > select a retailer > select buyplan template or select none > click continue
- Make the appropriate adjustments to the buyplan template that has been loaded as a buyplan towards this retailer before submitting the order
Editing a buyplan for a retailer that has an existing buyplan assigned to them
- Go to shop brands > click on a brand
- Click a release on the brand modal > select a retailer > click continue
- Make the appropriate adjustments to the existing buyplan for this retailer before submitting the order
Viewing a release
- Go to shop brands > click on a brand
- Click a release on the brand modal > select "view release"
- You will be brought to the release view
📝 Note: The "view release" mode is a view only mode, and will not allow you to edit the release.
Viewing a release specific information
- Go to shop brands > click on a brand
- Click a > next to the release on the brand modal
- A dropdown box of 'Select Options' will appear. From here you can view/create buyplans, view orders for this specific release.
Creating a QuickFill
- Go to shop brands > click on a brand
- Click on QuickFill
- A dropdown box of 'Select Options' will appear. From here you can view/create QuickFills for a specific retailer
From Brand Actions
View Brand Actions within the Brand Modal
- Go to shop brands > click on a brand
- Select Brand Actions
- Select an option from the dropdown menu