Summary
The new Purchase Orders feature in FlowerBuddy helps you efficiently manage orders for events and retail plans. It compares your planned items with actual purchases, highlights discrepancies, and centralizes your order management in a few key areas of the platform: the Orders tab within a plan, the Purchasing page, and the global Orders tab.
Instructions
Go to the Orders tab within your event or retail plan.
Use the two sub-tabs:
Summary: View an overview including item counts, group quantities, cost, and waste.
Purchase Orders: View all orders linked to this plan.
To create a new order:
Select a wholesaler.
Click the + Order button.
Add or edit order details such as delivery date, order date, vendor, notes, item quantities, and prices.
Click Add Order to save it.
Once added, the order will appear under the Purchase Orders tab. You can:
Change the order status directly by clicking on the status label.
Click the three-dot menu to edit the order, add an order number, or update other details.
With an order added, the Summary tab will now show:
The quantity ordered for each item.
Any discrepancies between what’s needed and what’s ordered (extras or shortages).
Navigate to the Purchasing page to manage orders across multiple events:
Select a date range and click Retrieve Order Data.
View a combined summary of all items and orders for that range.
Create orders that span multiple events from this page.
Use the global Orders tab to view all system-wide orders:
Filter by date range (defaults to the next 2 weeks).
Click Reset to remove filters and view all orders.
Filter by order status.
Create standalone orders not tied to a specific plan or event.