Before you can place an order, you must first configure each vendor in [me] so the system knows where to send orders and have your Order Guide set up. Remember, as long as your vendor accepts orders via email, then you can use [me] for ordering!
This article covers how to place an order through (1) the web app on your computer's browser and (2) the [me] app on your mobile device. There are also instructions at the bottom about how to make changes and resend an order.
(1) Once a vendor is set up and your order guide is ready, you can order through [me] web app in this way:
1. Go to Orders > Place New Order in the navigation bar.
2. Select the Vendor from the drop down menu. (You will only see the vendors previously set up for online ordering).
PROTIP You can print this order guide if it's easier for your team to fill it in manually and enter it into MarginEdge later. There's a "Print" button at the bottom of your order guide.
If you realize need to make any edits to the Order Guide, you can do so by clicking the "Order Guide Setup" button in the top right corner of the page.
You will see the order guide populate with Vendor Item name, the Product it's associated with, the Item Code, your most recent purchase Price as well as a little visual representation of any recent price fluctuations.
3. If there are Packaging options, you can choose the correct one from the drop down menu.
4. If you set up Pars for this vendor, they will auto-populate. Manually entering an "On-hand" count will prompt the software to calculate your needed Quantity for you. (As seen above, entering a "0" made a "2" appear in the Quantity column and calculated the Line Price. Note this is not connected to any potential inventory counts.)
5. Scroll through and enter item Quantities for what you'd like to order. An Estimated Total Price will calculate at the bottom.
6. Any additional Vendor Notes can be added at the bottom. You can also click to "Preview" before sending.
7. Once completed, click "Send" at the bottom for a final order review. You'll see a summary of your order for review before sending it to your vendor.
8. Confirm everything is correct and click "Send"!
Tips:
- To learn about how to organize your ordering page, go to Order Guide Setup, in the section 'How to change how items are organized.'
- To include someone from your team on every order email that goes out, see step #3 in this article: How to Setup a Vendor for Ordering through MarginEdge
- If you don't want to allow orders to be edited, see turning off this feature in step #5 in this article: How to Setup a Vendor for Ordering through MarginEdge
(2) Once a vendor is set up and your order guide is ready, you can order through the [me] mobile app in this way:
Remember, you cannot set up a vendor on your mobile device. So knock that part out when you're on your computer again!
1. Go to the "More" menu and choose "Place an Order".
2. Find the vendor you want and click to choose that vendor.
- You have a search bar to type in any vendor to find. Vendors can be sorted alphabetically or displayed in order of most recently used.
- If you have an order currently in progress, that will display under the vendor name. Click to see details about who and when it was worked on. You can edit this directly from your phone as well.
- Click "SHOW vendors not set up" to see any vendors you may still need to configure from your computer for ordering.
- If you have an internal Commissary set up, this vendor will show at the top of the list and orders can be placed in the same way through the following steps.
3. Choose the vendor.
- Now you will see any sections you have set up for this vendor; these can be expanded or collapsed.
4. Build your order - Don't worry, we will save your work if you lose internet access!
- You can use search box at the top to search for vendor item, product name, or item code .
- Click to see and select packaging
- If enabled, enter the on-hand value manually if desired
- Input quantity
- Your estimated total will appear at the bottom.
- You can click "More" to Delete your order or Save it and return later.
- When you are finished, Click "Review Order"
5. Review and Send your order
- You have an "Add Note" box and it will auto-save (as indicated by the blue check mark)
- If you are placing a Commissary order, you can select the date you want for the delivery
- You can do one more final edit of quantity before clicking Send.
- Click "Send order" and you will see confirmation that it was sent!
Tips:
- You can start and save multiple orders, plus open, view and edit past orders on your phone.
- If you just need to order the same things again, click "Order Again"! You can then edit this order as needed. (Note that the order's corresponding invoice must have been uploaded and closed before this option is available.)
- If you clicked "Send order" but did not have a connection, we will notify you when the order has uploaded and likewise will notify you if it fails to send.
Need to Make Changes to Your Sent Order?
If you find you need to make adjustments to an order you already placed, you can edit the order and resend it.
- From the web app, go back into the order from the Orders page and make changes. Just find the order (it will be in "Sent" status) and click to open it.
- From the mobile app, click "More" and "Place an Order". Toggle from the "Vendor List" to the "Recent Order" list and select the order in question.
Make the needed edits and click "Resend". We recommend you communicate directly with your vendor to alert them a new order is coming.
When you "resend", our system generates a second emailed order to the vendor. We suggest you reach out to your vendor to let them know that the most recent email contains the correct order and that they should disregard the first one. You'll also get a warning telling you this: