User-Managed Supplier Ordering

Cherry Pi

Simple & Efficient Online Ordering

The ability to use Cherry Pi to place orders with user-managed suppliers (alongside system suppliers) helps to have a ‘single ordering platform’ for all suppliers that you may have a relationship with.

TABLE OF CONTENTS

• Introduction
• Getting Started
• Searching For Products
• Building Orders
• Sending Orders
• What Next?
• Related Articles

Introduction

Creating and sending these orders works in the same way as system supplier ordering. Some existing Cherry Pi functionality is also available, such as; order duplication, order tracking and minimum spend warning.

Getting Started

If you haven't already, you need to create your user-managed suppliers/products in Pi's Inventory module. Once done, you can then configure your accounts and enable supplier ordering.

View the Inventory articles to learn more and get in touch with the Pi Helpdesk to request access be given for supplier ordering.

Once configuration is complete...

1. Select the Cherry Pi module from the left-hand navigation bar
2. Click New order (located top-right of page) to create a brand new order
3. Within the New order pop-up box use the Site drop-down to choose the site you are ordering for (this is based on the user-managed accounts configured and your site access, please be careful in ensuring the correct site is chosen) 
4. Choose the type of order you wish to create:
   1. Your own suppliers - single order
   2. Your own suppliers - multi-day order
5. Name your order (optional)
6. Click Create to continue

Searching For Products

To search and find your user-managed items, use the Search text field. You can search by product code or description. We recommend shortening the description slightly (eg. 'tom' if searching for Tomatoes).

This field is not case sensitive.

The drop-downs underneath the Search field will also help you filter and easily find your products. You can filter by:

• Suppliers (these are bespoke to the suppliers you have set up)
• Categories (if you have assigned these to your products)
• Lists (if set up)
• Pitstop stores (if set up)

Building Orders

Click the green + Add button to add products to your basket...once products have been added you will see your baskets in a Compact View.

You can create multiple orders in one go; adding products from more than one user-managed supplier will create separate baskets for you!

Here, you can:

• Amend quantities by clicking the + Add button again, or override the amount directly in the Qty field box
• Click the x to remove products from your basket(s)
• Click Send All (located top-right) to finalise before sending your orders

When creating multi-day orders Cherry Pi cannot block products being ordered, so you will need to be vigilant that you are ordering items for the correct delivery days.

Sending Orders

Clicking Send All will take you to the Send your orders screen. This page is based on the account configuration. Example being, if an account has been set to alert on orders that are under a minimum spend then a configured message will show advising this.

Click on each order line to expand and view further details, such as:

• Contact details (ensure these are correct to help suppliers contact you)

  Your first orders will require your phone number. The field will show red and an alert icon will appear. You will not be able to send your orders until a phone number has been added. View the Order Alerts & Warnings article to learn more.

• Deliver my order on my chosen date will open a calendar to allow you to select a new future delivery date (ensure you choose a date from your regular delivery schedule)
• The Notes field will allow you to enter information as a guidance for delivery drivers (this is a remembered field)

When ready click Send all to send every order in one go, or Send now to send these individually.

Orders will be scheduled for the next delivery date (unless otherwise changed) based on your regular delivery schedule and cut off times.

What Next?

Once sent your orders will follow the same status rules, but all management and communication should be between yourself and the supplier.

The supplier will receive an email (examples below) of which they can download your order.

Click images to enlarge.

Supplier Email	Download Page	Your Order

Related Articles

• User-Managed Suppliers & Products
• User-Managed Supplier Accounts

Contact Us

If you need any additional help, please get in touch.