Foodrazor & OrderEZ

An A to Z on Critical Features & Functions

The OrderEZ Supplier Video Series

The answer to all your questions! Can't find the answer here? Simply reach out to us at demo@orderez.co or hit the chat in the bottom right.

FAQ for Trial Suppliers

A starter guide to SKUs and the importance of them.

Here's why you definitely need to use SKUs to manage your inventory

I'm getting POs from a customer using OrderEZ...what do I need to know?

Give your customers a channel to self service order whenever they want and have those orders flow directly into your order history.

B2B Ordering Portal

Jeffrey Meese

Learn the ins and outs of running your distribution business on OrderEZ.

Supplier Center

The tools and analytics you need to sell more are right here.

Start here, <1 minute read.

Here's a quick summary of how the sales process will looks for Suppliers using OrderEZ.

Supplier Process

What do you need to prepare and set up before you start your journey with OrderEZ

Setting up OrderEZ for your supply business

Start things off by introducing yourself to OrderEZ. Who's running things, where you are, etc.

Supplier Info

You can now add your payment information to the tax invoice on OrderEZ!

Tax Invoice Payment Information

Setup your account opening forms terms and conditions.

Onboarding Settings

Adding new users and assigning permissions for Suppliers

Setting Users and Roles for Supplier

Setting Up Your OrderEZ Account 

Providing you greater flexibility to fulfill orders out of any warehouse, with any product batch of your choosing.

Order Fulfillment & Advanced Inventory Management

To track inventory or not to isn't really a question, but how you do it is. This is our simple and straightforward setup.

Setting Up Your Warehouses & Inventory Tracking

Stay on top of when you need to replenish stock across all of your warehouses.

Par Levels

How to Add, Transfer, and Remove Product Inventory

Managing Product Stock & Inventory

Stay on top of inventory with batch tracking, while always having insight into your products' expiry dates and tracking COGS.

Batch IDs, Expiry Dates, & COGS

A look into product specific inventory history, overview, and par levels.

Product Specific Inventory Settings

Ensuring that all your inventory stays up to date and helping you ditch that clipboard!

Conducting a Stocktake

Creating a New Product

Learn how you can setup tier pricing and special tier pricing to segment the product pricing based on Customers

Product Pricing

What to do when you receive a price proposal from a Customer.

Price Proposal

How to enable displaying inventory levels to your customers: from how it functions to any and all troubleshooting.

Displaying Inventory Levels

How to set up and utilize our product tagging feature.

Product Tagging

Running a Buy 5 Get 1 Free promo? Our trade deals features let's you automate that with ease.

Setting Up Trade Deals

Sometimes we have products that we don't actually want everyone to buy (or even see for that matter)

Product Availability

Products and Inventory 

My customer has completed the Account Opening Form but is not able to see any products.

Premium Customers vs Freemium Customers vs Target Account - What do they all mean in OrderEZ?

Types of Customers

Temporarily Stop Customers from Ordering

Here’s where you can add all your buying accounts or send account opening forms to potential new customers.

Adding Customers

Give your customers a lil nudge and let them know you're on OrderEZ!

Connecting to Premium Customers

For Suppliers to add bulk add new customers to OrderEZ

Bulk Upload Customers

Accept a connection request with a Customer so that they will be able to place orders with you!

Accept Connection Request

Keep OrderEZ up to date on who the key people are at each customer so that everyone knows who to talk to about what.

Managing Contacts for Customers

Edit customer information and sales settings of your customers

Managing Customers

An introduction to a nifty CRM feature in OrderEZ.

Target Accounts

How to onboard your target accounts and set them up on OrderEZ

Onboarding New Target Accounts

Use categories to appropriately label your customers, and assign pricing tailored specifically for those categories.

Customer Categories & Customer Category Pricing Catalogs

How to set up and utilize our customer tagging feature.

Customer Tagging

Customers

The lifeblood of the system and where all the magic begins.

Orders, an intro

Let your customers know if you are able to fulfil the orders! Automate your communication and reduce customer services questions.

Accepting or Declining Orders

So that your Customers won't have to call you every 5 minutes asking, "When will I get my stuff?"

Schedule a Delivery

Plan = Customers placing orders themselves, Backup Plan = Suppliers catching orders however they come in and placing them on their behalf.

Adding New Orders

Editing Orders as a Supplier

Configuring delivery fee and how it works when Customers place orders with you

Delivery Fees: Adding, Editing, & Removing

What's the difference and why they should be 2 different documents

Delivery Order vs. Tax Invoice

Need to print a PDF copy of DO or invoice? Or export your sales data to CSV? We got your back ;)

Exporting Orders as a Supplier

Giving your customers the credit they deserve.

Credit Notes, An Intro

We've refreshed the quotes to integrate with the B2B Portal but also as a way to onboard them to self-service ordering

Quotes

Orders

Reports are incredibly useful to running your business, knowing who’s buying what and when.

Product & Customer Reporting

Transform an overwhelming task to bite-sizes to-dos

Adding and Managing To-Dos

Track team activities and expenses to learn more about the profitability of your accounts.

Team Activity and Expenses

Sales Dashboard and Reporting 

What to do when the integration doesn't seem to be working the way you think it should

Troubleshooting your Provino integration

Mapping Chart of Accounts  and Tracking Categories at the product and/or customer level

Mapping COA and Tracking Categories for Suppliers

Find out what it is, how it works and what you need to set up the Provino integration

Provino Integration for Suppliers

Find out all about what the Xero Integration can do for you!

Intro to Xero Integration for Suppliers

Learn how to integrate OrderEZ with Xero in this step-by-step guide.

Setting up Xero Integration for Suppliers

Opened a new account? How do you make sure the orders will flow into Xero accurately?

Matching Customers and Xero Contacts

Constantly selling new products? Making some changes to your existing product list?  Learn how Xero integrations can help!

Product Sync for Xero Integration

What to do when you receive an error with your Xero Integration.

Troubleshooting your Xero Integration (Supplier)

How to set up credit terms that differ from your default settings, on a customer by customer basis.

Setting Customer Specific Credit Terms in Your Xero Integration

Integration

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Find answers and get help from Intercom Support and Community Experts

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