How to confirm or decline purchase orders and respond with reasons if required
Users of Trade can now respond to orders in a simpler way.
How to confirm an order
When viewing an order, you'll see a Confirm button in the upper right corner. Tapping this button allows you to quickly confirm the order. Tapping the down arrow opens a dropdown menu allowing you to Confirm with changes. Tapping "Decline" will Decline the order.
Tapping the option to confirm the order with changes, goes to the full view to edit and confirm order.
Quick confirm an order
When you select Confirm order, you'll see the Quick Order confirmation dialog where you can enter a confirmation reference, delivery date and comments.
Tapping “Edit order confirmation” in the lower left opens the full edit view where you can modify more details including modifications to line items.
After entering the necessary information simply tap confirm to confirm the order.
Confirming an order with changes
Selecting the option to Confirm with changes, or selecting Edit order information from the quick order dialog will open the usual confirmation page displaying all order details and allowing you the option to modify more details including line items.
Once you have filled out the necessary fields or modified the order in accordance with your preferences, just tap submit.
How does the buyer’s policy affect order confirmations?
Some buyers’ systems may not support order confirmations with changes. Should your buyer be one of them you will only be allowed to quick confirm. If you select "Confirm with changes", you will get a message "This buyer does not allow changes to the order".
When confirming the order you'll see a note that you're unable to make changes to the order and the option to edit the order confirmation will be disabled.
How to decline an order
Should you choose to decline an order, click on the Decline button:
When you select Decline, you'll need to enter a Reference Number and a reason why you're choosing to decline the order.
If your reason is not on the pre-defined list, you have the option to define your own reason by selecting Other, which will display as supplier comments.
