Overview

Ordering is when the retailer expresses to the vendor, their interest in purchasing some of their product for resale to their customers. The retailer promises to pay for the product, so the vendor should ship it to them ASAP.

If the retailer has things “dialed in” then ordering may be fully or partially automatic, aka. “suggested ordering” where the purchase order is auto-generated based on current inventory levels.

Rattail does not (yet?) offer any tools for suggested ordering. It does though offer tools for the more classic scenario, where the buyer “manually” assembles the purchase order.

It does this using a batch. The buyer creates a new Ordering batch for the given vendor, and then adds items to it.

Adding items may be done in a few ways. These are discussed in Adding Items.

One way or another the batch is populated, then ultimately executed. Read more about that in Batch Execution.

We also share some thoughts here, on Converting a PO.