Suppliers & Purchase Orders

Order your shampoo, color products or retail items from regular suppliers? With suppliers and purchase orders you keep track of what you ordered from whom, and your stock is automatically topped up as soon as an order comes in.

You'll find the Suppliers and Purchase orders tabs under Inventory in the sidebar.

Creating a supplier

1. Go to Inventory and open the Suppliers tab.

2. Click New supplier.

3. Fill in the details:

   • Name -- the supplier's name (required).
   • Contact person -- your regular point of contact (optional).
   • Email -- for orders and correspondence (optional).
   • Phone -- phone number (optional).
   • Website -- the supplier's website (optional).
   • Address -- the visiting or postal address (optional).
   • Notes -- free-form notes (optional).

4. Click Save.

When created, every supplier automatically gets a creditor number. That number appears on packing slips and in your accounting export.

Editing or deactivating a supplier

• Click a row to edit a supplier's details.
• Deactivate hides a supplier you no longer use; the history is preserved. You can Reactivate a deactivated supplier later.

Creating a purchase order

1. Open the Purchase orders tab.
2. Click New purchase order.
3. Pick the supplier and, if you want, set the order date and expected delivery date.
4. Save -- the order is created with its own order number and the order screen opens.

Adding products to the order

In the order screen you build up the order:

1. Search or filter by category and click a product to add it. You can also use the Scan button to add a product by its barcode.
2. Set the quantity per line and adjust the purchase price if needed.
3. The total is calculated automatically at the bottom.
4. Click the confirm button to confirm the order. The status then changes to Ordered.

Purchase order statuses

A purchase order goes through these statuses:

• Created -- the order exists, but the products aren't confirmed yet.
• Ordered -- the lines are confirmed; you've placed the order with the supplier.
• Received -- the order has come in and stock has been updated.
• Cancelled -- the order has been called off.

Receiving an order

Once the delivery arrives, you book the order in:

1. Open the Purchase orders tab and select the order.
2. Choose Receive.
3. Fill in the received date and optionally a packing slip number.
4. You can upload a packing slip (PDF, JPG or PNG) as proof with the order.
5. Confirm.

If you later delete a received order, Salonnare automatically reverses the stock change. Only draft and received orders can be deleted.

Related topics

• Inventory & stock management -- your product catalog and stock levels.
• Internal use -- write off products your team uses itself.