Your customer has made the brilliant (yes we're biased) decision to invest in a tool to provide structure, increased visibility, and better communication into their purchasing.
Here's how it's going to impact you.
TL;DR - you're going to get emails that clearly lay out what your customer wants to buy and the price.
Click "Go To Order" in the email, it will open your web browser and show the order
Click "Accept", if you're not okay, click "Decline". If you can deliver some of the goods and not others delete the ones you can't delivery and click "Partially Accept".
Add a "Note" if you have more to say.
As a supplier you're probably already receiving POs (purchase orders) from your bigger customers (restaurant chains, hotel groups, etc).
Here's what the OrderEZ PO looks like in your inbox, "Supplied by Spirits" is the supplier receiving the order and "The Keymaster Inn" is the outlet sending the order.
Go to Order
This will take you to the details of the order placed by your customer. It doesn't require any sign-in, special browsers, apps, etc., just click and the order will open in your default browser and look like...
Link not opening in your web browser for some reason? Trying copying the URL (web address) and pasting it into a different browser. System works on Chrome, Safari, Firefox, and MS Edge.
A couple of things to note about the PO:
1. Action the order
You need to action the order (Accept, Decline, or Partially Accept) before you can download it (PDF or Excel). To accept or decline the whole order, you can simply click on the "Accept Order" or "Decline Order" button.
You can also decline individual items in an order (Partially Accept), but still accept it. To partially accept the order, click on the item you want to decline and see that there is a strikethrough on it, then proceed to click on the "Accept Order" button. In the above PO, if you don't have any 1792 Bourbon in stock, you can remove it from the order and "Partially Accept" the order. This lets your customer know that the 1792 Bourbon will not be coming.
Lastly, you can add a Note to any order, like below and your customer will receive a notification.
After you Accept, Partially Accept, or Decline and order you will be taken to...
Request an Invite - If you have a customer that is ordering from you using OrderEZ, we've created a Freemium account for you in the system. You never have to log in, but if you do you'll see all the orders your customer has ever placed and be able to review them at any time. To access your Freemium account, just drop us an email (we don't bite, promise!) and we'd be happy to set you up!
Export Order - Let's say you need to pass something to the warehouse team to pick and pack or the accounts team to generate an invoice, this is perfect. They can see the client, products, and prices agreed to.
Go to Order Details - This will take you back to the Order and show you the products Included, Excluded, any Notes, and the order History (who did what and when). You also have the choice to schedule the order for delivery from here so your customer knows when to expect the goods.
2. Sign In
If you already have an account with OrderEZ, you can click on the top right corner to sign in and you can also manage your orders from there.