Buyer’s Portal Tabs (Retail, Dropship, Restaurant/Cafe, Manufacturer)
A tab by tab walk through of all the important features for each type of business.
- Archive incoming orders or ignore a delivery without receiving it
- Review multiple supplier carts with Create All Orders
- Create and review POS product-import rules
- Set supplier currency, SKU sync, PO numbering, and purchasing defaults
- Sales Orders: sales activity and dropship purchasing
- Use assemblies for make-to-order manufacturing
- Create in-house items and record production from raw materials
- Read Stock Activity and understand inventory costs
- Request, fulfill, ship, and receive stock transfers
- Set low stock, target stock, and automatic replenishment
- Use Forecast & Reorder to prioritize purchasing
- Record usage, stockroom issues, and returns
- Count inventory in LineNow, on paper, or with a CSV
- Review additional costs, credits, currency, and landed costs
- Review and send an order to accounting
- Scan or upload an invoice from your phone
- Receive purchase orders and handle partial deliveries
- Customize purchase-order email templates
- Review supplier changes, correct orders, and manage order status
- Create and confirm a supplier purchase order
- Requisitions: request supplies and hand them to procurement
- Quote Requests: request, compare, and accept supplier offers
- Merge, archive, link, and publish items in bulk
- Link purchasing items to retail products and POS variants
- Import items from a POS, ERP, spreadsheet, or document
- Import suppliers and assign relationship access
- Choose how to order from a supplier
- Business Units: settings, locations, and access
- Home Tab
- Suppliers Tab