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How to finalise an order with a single supplier?

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Maylis
  • Updated

The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.

Once you've added items to your basket, you can place your order directly from your phone. If you have several items from different suppliers, please refer to the corresponding article in the Help Centre.

 

In this article :

First steps

The first step is to go to your shopping basket. Simply click on the tab that looks like a caddy at the top right of your screen.

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Once in the basket, click on "Checkout".

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A window will appear where you can check and, if necessary, update the delivery details:

  • Delivery address/Point of sale
  • Recipient sales representatives
  • Comments, attachments
  • Analytical code

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Order types

The supplier's name appears at the top of the window

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In the "order type" section, you can choose which order you would like to place (depending on the options previously configured for your group):

  • A standard order
  • An open order
  • A regularisation order
  • A subcontracting order

Reminder :

The regularisation order is used to update orders that have been placed outside the iSYBUY process and that need to be regularised in the solution. This makes it possible to place orders with a date prior to today's date.

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Delivery address/Point of sale collection

This step allows you to select the delivery address for the order or the supplier outlet from which the order will be collected.

First click on "Delivery address/Point of sale pick-up", then when the page opens, simply select the delivery address (1) or the point of sale (2) of your choice.

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Sales representatives

This step is used to select the recipient(s) (supplier sales contact) of the order. You can choose the sales outlet to send the order to, in addition to the default salesperson.

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In the "Sales reps" section, you can tick one of the sales reps that appears first on your screen (1) or select other contacts by clicking on the corresponding option (2). If you click on "Select other contacts", a list will appear showing all the sales representatives available from your supplier. All you have to do is tick the one or ones that match your requirements.

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Note :

If you can't find your recipient in the list, you can always create a new one by clicking on "enter another email address". All you have to do is enter it in the field provided.

By default, supplier order recipients are salespeople 1 and 2 in the company or project configuration. Using the checkboxes, you can choose to send the order to the sales rep you want or to all the contacts.

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Comments and attachments

This step allows you to add a comment to the order for the supplier, as well as attachments (images or .pdf documents).

Note :

Any attachments larger than 10MB will not be displayed in the order form (pdf); they can only be viewed from within the order.

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Analytical code

This step allows you to force a unique cost/item code for all the items in the supplier order.

Click on "Analytical" and then on the code of your choice in the drop-down list that appears if you wish to add one.

Note :

This action automatically overwrites the analytical breakdown previously carried out for all items in the supplier order.

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Finalise an order

Once you have completed all the fields, click on "Finalise order" and enter your security key (1) before clicking on "Checkout"(2).

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Once the order has been validated, a screen will appear telling you whether the order has been approved or sent directly to the supplier.

If your order has been approved, all you have to do is wait for it to be validated by your manager.

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You will receive a notification on your phone when this has been done and the order has been sent to the supplier.

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Where to find your orders ?

In the "Orders" tab, you'll find all your orders and their progress.

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question.png  Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!

Related keywords :

Order - supplier - Finalise order - application - mobile - purchase

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