Click to view/hide picture.To create, modify, or delete an order, select Orders from the Transactions menu.
When you select Orders, if there are any orders that have not been fully received (fully converted to an invoice or manual check) they will be displayed. You can use the search features at the top of the screen to find a specific order. Double-click on an existing order to modify the order detail.
To create a new order, click the New Record button, or New Standing Order button to start from a standing order template. To learn how Compeat can suggest an order for you, see Create a Suggested Order.
Compeat provides the ability to rapidly create orders for your vendors. When you create a new regular order, Compeat automatically populates the order detail with each item purchased from this vendor for this restaurant within a specified time period; Compeat determines which items to include by checking the detail of all invoices and manual checks with an apply date within the specified time period. The person entering the order simply needs to modify the order detail by filling in the quantities of the items being ordered this time, leaving blank those not being ordered, and adding any new items.
Quick Tip: You can use Scan Document to scan original orders into Compeat to associate them with an order record.
Click to view/hide picture.
Order processing includes the following stages:
