The ‘Quick Order’ is designed to fulfil a variety of use cases, for example trade counter purchases. We’d love to hear how you’re getting the most out of Zahara, so please get in touch and let us know. ‘Quick Order’ works like this.
The user completes the ‘details’ section as shown below, then presses ‘Get PO Number’. The project field is compulsory. If you really don’t need to use Projects then simply create a blank or simple project and call it Quick Orders.
This creates a draft PO in the web app.
The user then taps ‘Snap Paperwork’ and can take a picture (or multiple pictures) of the paperwork – ie the collection note at the trade counter.
The order can then be created in Zahara with paperwork attached.
By design, the ‘Quick Order’ is set to respect the default workflow for the division the order is raised in. That could be a normal PO order workflow which includes the ‘send to supplier’ workflow step. The supplier won’t need a PO, and you may not need people to approve trade counter collections. So what can we do to make this efficient?
One of the options is to create a division for ‘Quick Orders’ or ‘Mobile’. That way you can tailor the workflow specifically. However, this might not work well for full orders. It could be that you use a custom field for this division – the newly created ‘Mobile’ division – and have one of the values set to ‘PO’. You could then use that in a workflow for full orders. So when someone raises a full order, they set the new ‘Type’ custom field to PO and that then triggers an approval.
Restricted Supplier List
Because the quick order allows minimal form filling, the supplier list is restricted to only those suppliers that have a default tax rate set. If you are in a non VAT/GST area, please set a tax rate of Zero % to overcome this. For VAT/GST areas, set the most likely tax rate for each particular supplier.