In Winner, users can add messages to supplier orders in two ways. Users can add a message to a supplier on a single, specific order for example, to add extra information to that order. Users can also create a message for a specific supplier that can later be added to an order for example, an instruction that the user may use frequently.
For more information on sending a supplier order, see How to send a supplier order.
For a full, step-by-step guide to the ordering process, see Order: Processing an Order and Order: Completing an Order.
Users should also see Adding messages to printouts.
How to add a message to a supplier on a single order
At Project level:
- Click Order to supplier(s).
- In the Ordering and delivery window, select the desired supplier tab.
Note: If the alternative uses products from more than supplier, the user will need to select the correct supplier tab. If there is only one supplier, that supplier's tab will be selected by default. - In the Message to supplier section, enter the message into the text field, or click Select and choose from Standard texts.
Note: For more information, see How to create and use Standard texts.
To send the supplier order with the entered message, see How to send a supplier order.
How to create a message for a specific supplier for later use
At Project level:
- Select Register > Suppliers.
- In the Registered supplier window, left-click to select the desired supplier and click Edit.
- In the Supplier information window, select the Message on order tab.
- Under the Message on order tab, users can enter a message directly into the text field, or click Select and choose from Standard texts.
Note: For more information, see How to create and use Standard texts. - Click OK.
- Click the More options icon to the right of the project name:
- In the Project info window, select the Messages tab.
Note: For more information, see Project info. - Under the Messages tab, click Add.
- In the Registered supplier window, left-click to select the desired supplier and click OK.
- In the Edit text window, click OK.
Note: Users can also add extra text at this stage. - In the Project info window, click OK.
- Click Order to supplier(s).
- In the Ordering and delivery window, select the desired supplier tab.
Note: If the alternative uses products from more than supplier, the user will need to select the correct supplier tab. If there is only one supplier, that supplier's tab will be selected by default. - In the Message to supplier section, tick the box for Use values from the project.
The message will appear in the text field.
To send the supplier order with the selected message, see How to send a supplier order.
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