Configuring Default Orders for Customers

1. Adding a New Customer:
   • Navigate to Facility Settings.
   • Select the Customers tab.
   • Click on Add New.
   • Enter the customer's basic information:

Setting Default Orders:

• In the customer's profile, scroll to the Default Order section:

  

• Add items to the default order. For example, set 20 units of 10-pack croissants as a default item for a customer

  

• These items will automatically appear in any new orders for this customer

  

Configuring Default Orders for Suppliers

Adding a New Supplier:

• Return to Facility Settings.
• Select the Suppliers tab.
• Click on Add New.

• Fill in the supplier's details:

  

Configuring Supplier Details:

• In the supplier's profile, find two key sections: Catalog Items and Default Order:

  

• Assign specific catalog items to the supplier. For instance, tie Olive Oil, Salt, and Sugar to a supplier

Setting Default Orders for Suppliers:

• Establish a default order using the tied ingredients:

• When creating a new purchase order and selecting this supplier, the system will automatically include the default order, which can be adjusted as needed

• If items are received without a Purchase Order, the item options will show a relation to the chosen supplier