How to finalise an order with several suppliers ? – Helpdesk

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, you can order them supplier by supplier, or you can order them all at once.

If you want to place an order with just one supplier, please refer to the relevant article in the Help Centre.

In this article:

First steps
Order type
Delivery address / Point of sale collection
Sales representatives
Comments, attachments
Analytical code
Finalise an order
Where to find your orders ?

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.

Once in the basket, click on "Order" (1) to place an order supplier by supplier or on "Order all" (2) to send all the orders at once to the various suppliers.

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

If you have used the "Order all" action, an indicator shows the number of supplier orders to be finalised (2). You will have to enter information for one supplier and then the others. The supplier's name is always specified at the top of this tab (1).

Order types

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

A standard order
An open order
A regularisation order
A subcontracting order
A service 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.

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.

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 (Company configuration).

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.

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.

Note :

By default, the supplier order recipients are sales reps 1 and 2 in the agency or site configuration. You can use the checkboxes to choose whether to send the order to the sales rep you want or to all the contacts.

Comments, attachments

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

Note :

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

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.

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).

Note :

If you have used the "Order all" action, a notification is displayed at the bottom of the screen, informing the requester that the order has been sent to the supplier or is in the approval process.

You are then automatically returned to the screen for finalising the next supplier order. You will see the same screen as before, with the name of the new supplier (1) and the current status of the number of orders you need to place (2). Here you can see the information "Supplier 2/2".

Once again, you will have to fill in all the information concerning the order (type of order, delivery address / point of sale collection, recipient(s), comments and attachments and finally the addition of an analytical code.

Once this has been done, click on "Finalise order". Fill in your security key again (1) and click on order (2).

A window will then open showing the order numbers and their status. As a reminder, orders can either go directly to the supplier or be awaiting approval, which is the case in the example below.