If a delivery has been received for an order that was placed outside of Procure Wizard such as a phone order, the order can be created at a later date using the balance order feature.
📌 Notes:
Balance orders are not sent to the supplier.
Balance orders can not be created for Ad hoc suppliers.
The balance order option will only appear in the purchasing green sites, not the red building.
If you do not see the option to create balance order, please contact your system administrator to review your role.
From the main dashboard, click the Balance Order tile.
Enter and set the following:
Mini market.
Supplier.
Original order ID (if entered will link the balance order to an existing order).
Order number.
Attach invoice.
Click Create.
Click Add Catalogue Product to populate the order with the products.
Click Save And Complete.