Place an order via Upload Order
Find out how to place an order by filling out and uploading a spreadsheet.
On this page:
Overview
You can now download our spreadsheet template, fill it out, then reupload to place an order with your supplier.
Note: Screenshots shown were taken of the app web portal on a desktop computer. However, all information in this article is applicable regardless of how you access the app: via mobile phone, tablet, or the desktop web portal.
Follow these steps for ordering via upload.
Place an order with a supplier via Upload Order
1. On the Place Order screen, select your supplier.
2. If you have multiple locations, select the location you want to order for.
3. Select the Upload Order button.
4. Download the template file.
5. Fill out the template file, using your order guide(s) or supplier catalog to source the correct Item Code and Unit for each item.
6. Save your completed spreadsheet.
7. If necessary, select the Upload Order button again to upload the saved template file.
8. Select Next.
Result
Your spreadsheet upload will either:
Upload successfully and bring you to the Review Order page
- Show you an error message
Tip: To troubleshoot any errors, select Download error file to review your spreadsheet with specific error messages. You can correct the errors and reupload the newly saved spreadsheet.
9. Look over your order summary and adjust the Delivery Date, if desired.
9. If you choose to edit your order, select Edit Order.
Tip:
- From here, you can add or remove items as normal. Your cart contains the uploaded items, and the app will work the same as if you had added the items any other way.
- Using Upload Order again will overwrite any items you currently have in your shopping cart, each time you upload a spreadsheet.
10. Once ready, Submit Order.
