Create purchase orders from the summary

After reviewing the purchasing quantities, create a purchase order to record what you will buy from a vendor. Creating an order in FlowerBuddy does not send it to the vendor or charge a payment method.

Select the items

1. On Create & Manage Orders, retrieve your records and open Summary.

2. Select the checkboxes beside the items you want to order. Use the vendor-heading checkbox to select that vendor's rows together.

3. Click Order. If a vendor menu appears, choose the wholesaler location for this order.

Review the selection before proceeding, especially if you already have orders for these items. Creating another order adds a separate purchase record.

Review the new order

The order opens in Add New Order. Check its Order Date, Delivery Date, wholesaler location, notes, associated events, and item quantities. Use Add Order to finish. Cancel deletes this newly created draft; dismissing the dialog by clicking outside it does not have the same effect.

Group Qty. is the number of buying groups. Check the resulting Qty. in stems or individual units and the Price Ea. before closing the dialog. Add any extra flowers or hard goods using the plus buttons in their respective sections.

Click Add Order when you have finished reviewing the dialog.

Check the saved result

Open Purchase Orders to see the saved draft, then return to Summary to compare Planning and Ordered. Remaining needs may require another vendor or another order; extra quantities may be intentional.

The saved order shows its vendor, dates, status, and purchased quantities together.

When ready, copy the purchase order and communicate with the wholesaler separately. Update the order status to record that progress.