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    R365 App: Orders Overview
    • 26 Jun 2024
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    R365 App: Orders Overview

    • Dark
    • PDF

    Article summary

    This article is part of Purchase Orders and covers purchase orders in the R365 App.

    Users can create, edit, review, and submit purchase orders from within the R365 App. This allows users to create purchase orders from anywhere in the restaurant using their mobile device.


    Security

    The permissions listed here are associated with Purchase Orders These permissions can be added to custom user roles or single users. Learn more about managing permissions and custom user roles here

    Purchase Order permissions are found in the permission tree as follows:

    • Food

      • Purchasing

        • Purchase Order Templates

          • View Purchase Order Templates

        • Purchase Orders

          • View Purchase Orders

          • Send/Submit Purchase Orders

          • Edit Purchase Orders

          • Create Purchase Orders

          • Delete Purchase Orders

        • Shopping Lists

          • View Shopping Lists

          • Use Shopping Lists

    The Permission Access report can be used to determine which user roles or users already have these permissions assigned.

    Learn more about user setup and security here.


    The Orders screen can be found by tapping Orders from under Food in the mobile navigation menu.


    Orders List

    Field——

    Description

    Single-Vendor 

    The list of all single-vendor purchase orders. 

    Multi-Vendor

    The list of all in-progress multi-vendor purchase orders.

    Once a multi-vendor order is submitted, the individual purchase orders will appear on the single-vendor orders list.

    Search

    Searches and sorts the list of purchase orders by the keywords typed. 

    Filter

    Opens filter options for the purchase order list. Users can filter the list to sort the list as selected. 

    Quick Filters

    Filters the list to only contain the filters that match the quick filter's criteria.

    Order Entry

    An individual purchase order entry. Tapping on an entry will open the purchase order details screen.

    +Create Order

    Creates a new purchase order entry.


    Order Entry

    Each order entry on the list of orders shows information about the order. 

    Field

    Description

    Purchase Order Number

    The identifying purchase order number or name given to the purchase order.

    On a multi-vendor order entry, this will show the Location placing the order.

    Vendor

    The name of the vendor that the order is for. 

    Date

    The purchase order's order date.

    Total 

    The total cost of the items on the order. 

    Number of Items

    The number of different items on the purchase order.

    Status

    The status of the purchase order.


    Order Statuses

    When marked In Progress, the purchase order is editable and not submitted. 

    When marked  Submitted, the purchase order has been reviewed and submitted as an email to the vendor email on file.

    Submitted purchase orders are not editable unless

    When marked Invoiced, the purchase order has been completed and invoiced. 


    Creating a Purchase Order

    Users can create a purchase order from either of the single-vendor or multi-vendor purchase order list. To learn more about creating a purchase order int he R365 App, click here.


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