Adding Items

When creating a new Purchase Order using Rattail, the user first makes a new Ordering batch, then adds items to it.

There are three main “workflows” for adding the items.

The first is where the user sees the (at first empty) batch and then does some sort of product lookup to identify an item to add. The lookup/add process is repeated as needed.

The other way is what Rattail calls the “worksheet view” - but it’s only suitable for vendors with relatively small product lines. In this view the user is presented with a “worksheet” form. All items available from the vendor are visible on the worksheet, and the user enters desired quantities for applicable line items.

There also is a mobile interface for ordering, which if used on a smart phone with bluetooth scanner attached, can be used for “in-aisle” ordering by scanning shelf tags.