At anytime you can create and manage an order all by yourself for when orders take place completely out of the digital world.
Make the Order
- Make sure you have still setup your supplier and provided an email address (even if you don't want to send emails, this just helps us identify them).
- Check the box "do not email supplier" if you prefer not to send orders made through LineNow to them. Note, it can still be a good idea to send order confirmations for orders made on the phone.
- Using the Orders Tab, in the Orders Snapshot, select "Create Order" under the appropriate supplier.
- Add the items and confirm the order. If you have checked the "Do Not Send Emails" button it will not generate an email, otherwise it will.
- Alternatively to the Orders Tab, you can also create an order on the go by sending an email with all the details to your reply______@linenow.co email address which works like a chatbot. This email address is found in the Home Tab > Connections Section. In your email, make sure to include the supplier's name, and the items you're ordering.
Manage Your Order
- To manage the order yourself, click into the order screen (by clicking on the Order ID) and hit the "Reconcile" button in the Order Items section.
- Then you can set the order status, edit pricing, or make whatever other updates you need to make until the order is fully processed.
- When the order arrives you just receive as normal under the Inventory Tab > Incoming Inventory Sub Tab