1. Adding products to your cart
The easiest way to place an order is through the Products page. You can quickly identify the products you would like to order using the product search features described above.
Simply enter the desired quantity of a product in the field provided for each product and click Add. The product will now appear in your Shopping Cart (top right navigation). Items which are currently in your shopping cart will also remain visible on your Products page with an Edit button for making changes. Please note that once a product is added to your shopping cart you can only edit the product quantity via the detailed shopping cart view.
2. Placing an order
When you're ready to place an order, click on the Shopping Cart icon in your top navigation and select View full cart. You'll know that you have items in your shopping cart if the icon has a small green number above it.
You can place an order for all of the products in your shopping cart (Place all orders button at the bottom of the page) or for all of the products from a single supplier.
This is also where you'll be able to see delivery date options for each supplier. Depending on their delivery schedule you may be able to select from multiple delivery dates for the coming week.
Once you place the order the supplier will automatically be notified by email and the order will appear on your Orders page. Your suppliers will be able to comment on the order (in case there are last minute changes to product availability) but only you, as a buyer, can edit the order within Forager.
3. Editing an existing order
The Orders page has multiple tabs to help you track your order status.
- All - All orders from all of your stores.
- Open - Orders which have been placed but have not been delivered.
- Delivered - Orders which have been marked as delivered and will now show up under your invoices page.
You can easily search for specific orders by order ID, supplier, UPC code and custom product ID.
By clicking the Change order button you will be able to edit and send a message to your supplier who will receive an email notification with the updated order details. Any changes that are made to an order will be tracked in the conversation module below the order. This is also where you can message the supplier directly without changing the order.
Keep in mind that once an order has been marked as received you can no longer edit the order but you can always go back to edit the delivery date.
4. Messaging suppliers
Messaging on Forager is always linked to an order. You can therefore only message suppliers related to a specific order or invoice. Messages are always tracked and visible in the conversation module of the Order details page. Suppliers will receive your messages via email and you will be notified when they reply to you via the messaging icon in the top navigation.
There are two ways you can message a supplier:
- While editing an order you can add an additional message - this field only appears when editing an order.
- If you do not need to edit an order you can simply send a message at the bottom of the Order details page in the field provided.
5. Custom orders
You have the ability to send an order through Forager to suppliers who are not setup on Forager. You can do this through custom orders. This can be helpful when sending orders to occasional or one-time suppliers.
To create a custom order, go to the Orders page and select Custom order on the top right of the order list table. Once all of the information for the order is complete and submited, the order will be emailed to the supplier and you now have a record of the order in Forager. Any email correspondence or edits to the order will be logged in the conversation module.