A warm hello from the OrderEZ team! Before you get to experience the benefits of OrderEZ, here are some things you need to prepare and set up!

1. Supplier Info

Set up your company information, such as name, company logo and address. Read "Supplier Info" for more details. You can even add your terms and conditions to the Onboarding Settings tab and it will be included in the onboarding step when you send the onboarding link to your customers.

2. Inventory Tracking and Warehouse

Inventory tracking is so important - you want to know exactly what you have so that your sales team knows what to sell, and your warehouse team know when they need to buy more. We know how confusing it can get, moving products in and out of your warehouse. If you would like to use the inventory tracking feature on OrderEZ, be sure to switch the feature on. Want to use Quickbooks Commerce for inventory management, OrderEZ can be integrated into that as well.

3. Xero integration

Why spend additional time working on data entry when your orders and expenses from OrderEZ can easily flow into Xero as draft invoices and bills to pay? Check out "Xero Integration for Suppliers" for a step-by-step guide on how to set up the integration.

4. Users

The next important question is: Who will be using OrderEZ? Some questions to think about:

  • Who will be adding new customers (Outlets)?

  • Who will be accepting new orders from Outlets?

  • Who will be delivering the products?

  • Who will be able to view the reports?

  • Who will be managing the product list?

Check out "Users" for more information about the roles and permissions.

5. Products

It is finally time to set up your products so that the Outlets can see the huge range of products you have on offer and start ordering away! The key information needed to set up your products includes name and price, but we highly recommend that you also record the SKUs and category of the product. Click here to find out why SKUs are so important and how they can help you manage your inventory.

Do you also know that you can set up tier pricing in OrderEZ? Tier pricing strategy can be employed to give special price to Outlets when they purchase in bulk! You can also set out different prices for each customer! Read more at "Product Pricing".

Learn more about the various methods you can use to add products.

6. Outlets

Your customers are as important as your products. When first setting up your Outlets in OrderEZ you can just add them, after all you already have a relationship with them. But for new customers, you can send them an account opening form via an onboarding link, this creates a Freemium account for them and when they finish signing up to your terms and conditions they're logged into the system and can place their first order. Find out more at "Adding Outlets".

7. Start managing your orders

Congratulations! You have completed the setup and can now manage your orders on OrderEZ. Check out this Supplier process flow for the various stages of managing orders and inventory.

New update coming to you soon!

While logged into OrderEZ platform, you can easily access the help articles by clicking on the supplier name on the top right corner of the page, then clicking on "Help".

Did this answer your question?