Estimated Reading Time: 4 minutes
Table of Contents
Contact Us to Set Up Email Ordering
Step 1: Send us an email
Step 2: Information gathering
|
|
Placing an Email Order
Detailed Steps
On the Ordermentum homepage, scroll down to below your list of suppliers to “External suppliers”. Your list of external suppliers that have been set up should appear.
Select the card with the name of your supplier
3. You should see a list of products that were from your invoices. On web you can see the supplier details here too. On the mobile app, you can see supplier details via the “About” tab on the top nav menu.
4. Type in the amount of each product you want to order
Web | Mobile |
|
|
5. Select “Continue to order”
6. Edit the delivery details including the delivery date, delivery address (delivery instructions are associated with delivery address) and any order comments.
Note: Minimum requirements, cut off times and delivery dates are not enforced by us. Contact the supplier directly for up to date details or special arrangements.
You can make last changes to the order list here
View order history
Inside the external supplier
Click on “Orders”
This shows the order history. Click on the order number to view details
Copying a Previous Order
Orders Tab
Note: This can only be done on the Web interface.
Navigate to the "Orders" tab.
Click "Copy order" next to the order you wish to replicate.
Within an order:
Go to the "Orders" tab and select your desired order.
Click "Copy order" at the top-right corner.
Editing a Copied Order:
Adjust product quantities as needed.
Remove unnecessary items or add new ones via "Add item".
Review delivery details and click "Send email" to complete the order.
Editing Product or Supplier Details
Product Details:
Only the product unit type can currently be edited.
New products from external invoices will be automatically added.
Contact pro-support@ordermentum.com to manually add or edit products.
Supplier Details:
To add or edit external supplier information, contact pro-support@ordermentum.com.
Frequently Asked Questions (FAQ)
How can I add more external suppliers?
Contact pro-support@ordermentum.com with your supplier details.
How can I add more products?
Products without assigned GL accounts are flagged as "GL account required".
Correct GL allocations directly in Ordermentum, and it will remember for future invoices.
How do I ensure the supplier receives my order?
Before placing your first email order, confirm directly with your supplier.
You'll be CC'd on all order emails for your records.
Contact the supplier directly for any concerns regarding order receipt.
For further questions, our support team is here to help at pro-support@ordermentum.com.