This article is part of mobile ordering and covers creating an order in the R365 App. 


From the R365 App, users can create, review, and submit both single-vendor and multi-vendor purchase orders.  This allows users to create and enter purchase orders from anywhere in the restaurant on their mobile device. 


When creating an order, users with the appropriate purchase order permissions can elect to manually create a new order or utilize a template or shopping list.


To read more about the web version of ordering, click here. 


This article covers the following topics:

Creating a Single-Vendor Purchase Order


Users can create new single-vendor purchase orders manually or by using a template. Order Templates must be created in the web version of R365. To learn more about creating an order template, click here. 


To create a single-vendor purchase order, follow these steps:



Navigate to the Orders screen by tapping Orders under Food in the mobile navigation menu. 
 
Tap the +Create Order button at the bottom of the screen.

Users will be prompted with the first step in the purchase order creation.
Tap the Location field to select the Location for which to create the purchase order.
If using a template for the order, tap the Template field to make a selection.

Only the templates/shopping lists assigned to the selected location will be available for selection.

To create a purchase order without using a template, users should tap and select a Vendor in step 4.


Note: Users that have the 'Require a Template when creating Purchase Orders' permission must select a template in order to continue to the next step. 
When selecting a template, users will be able to select and Order Template or a Shopping List.


Order Templates create a single-vendor order.


Note: Shopping Lists create multi-vendor orders. Read about creating a multi-vendor order below. 


Once a template or vendor has been selected, the following editable fields will appear on screen:
  • Vendor
  • Vendor Address
  • Order Date
  • Delivery Date
  • Notes


Users should review and edit as necessary. 


Note: Tapping the Vendor email iconwill show the user the vendor email of which the purchase order will be sent.


Once the information has been reviewed, tap continue to continue to the next step. 
Step 2/3 of the purchase order creation will show users the order's item list.

To add items to the order, tap the +Add Item button.

Users will have the following options to add items:
  • Add All Vendor Items - Adds all items associated with the selected Vendor to the order. 
  • Add All Primary Items - Add all items marked as Primary to the order. 
  • Enter Manually - Manually select the individual items to add to the order.

When an Order Template is used, the items from the template will have been autofilled.

Users should edit item quantities for the order as needed. This can be done manually or by Suggested Qty or Par Qty.

To fill the item quantities with a Suggested Quantity or Autofill to Par, tap the menu icon in the top right corner of the screen and make the appropriate selection.


Users can review the Order Summary to review item totals, quantity breakdowns, and cost breakdowns.

Then, tap Review to conduct a final review of the purchase order. 

Complete a final review of the purchase order. Then, tap Save or Send.
  • Tapping Save will save the order as In Progress. It can continue to be edited, and it will not be sent to the vendor.
  • Tapping Send will send the order as an email to the vendor email on file.

Once sent, users will notified that the purchase order was submitted successfully.

Note: If there are any items with 0 quantities, users will be notified that the items will be removed from the order. If these were left in error, tap Cancel, then open the Items screen to edit the item quantity.

To proceed with the removal of the items, tap Send.


Creating a Multi-Vendor Order


Users can create multi-vendor orders from existing Shopping Lists. Shopping Lists must be created in the web version of R365. To learn more about setting up shopping lists, click here. 


To create a multi-vendor order, follow these steps:



Navigate to the Orders screen by tapping Orders under Food in the mobile navigation menu. 
Tap the +Create Order button at the bottom of the screen.

Users will be prompted with the first step in the purchase order creation.
Tap the Location field to select the Location for which to create the purchase order.
Tap the Template field to open the Template selector.
Tap the Shopping Lists tab to view the available Shopping Lists.

Only the shopping lists assigned to the selected location will be available for selection.
Select a shopping list.
Tap the Use Shopping List button. 
Tap Continue to move on to the next step. 
Step 2/3 of the multi-vendor purchase order creation will show users the orders' item list.

These are the items that have been autofilled from the Shopping List. Each Item entry shows the following information:
  • Item Name/Unit of Measure
  • Vendor
  • On Hand
  • Par Amt
  • Each Amt 


In addition to the item quantity, the associated Vendor Item and On Hand quantity can be edited, if needed, by tapping an Item entry.


Note: Upon creation, the On Hand field will display the theoretical on hand value based on the item's usage per $1000 of sales. When needed, this field can be edited to include the actual on hand value. 


Theoretical On Hand values will appear in grey font. 


Edited On Hand values will appear in black.



Users should edit item quantities for the order as needed. This can be done manually or using the Par Qty.

To fill the item quantities with Autofill to Par, tap the menu icon  in the top right corner of the screen and make the appropriate selection.
Users can review the Order Summary to review item totals, quantity breakdowns, and cost breakdowns by vendor.

Then, tap Review to conduct a final review of the purchase order. 

Review and select the orders. Only the orders with a checked box will be submitted.
To complete, tap Save As Drafts or Submit.
  • Tapping Save As Drafts will create and save individual purchase orders on the single-vendor order list for each vendor checked. These orders will have a status of In Progress. These can continue to be edited, and will not be sent to the vendor.
  • Tapping Submit will send the selected orders as emails to their respective vendors. These will send to the vendor email that is on file for each vendor.


Once submitted, users will notified that the purchase order(s) were submitted successfully.

Each submitted order will then appear as an individual order on the Single-Vendor orders list with the status of Submitted.

Note: If there are any items with 0 quantities, users will be notified that the items will be removed from the order(s). If these were left in error, tap Cancel, then open the Items screen to edit the item quantity.

To proceed with the removal of the items, tap Submit.





Undo a Purchase Order Submission


Purchase Orders that have been submitted/sent, and not yet invoiced can be edited, if necessary. To edit, users must first 'Undo Send' of the purchase order before resubmitting the order. This can be done by tapping Undo Send on a Submitted order. 


Users will be prompted to confirm the action.

Important Note: The Undo Send button undoes the order send in R365. Users must reach out to the vendor directly in order to change or cancel the order.