How to Manage your Orders in thesheet

How to use the ordering phase to calculate margins and communicate with suppliers

Take control of your ordering process with thesheet’s ordering phase. This feature allows you to generate purchase orders (POs), calculate margins, communicate with suppliers, and track the progress of each order directly within thesheet.

How to order directly from thesheet

1. Create a purchase order (PO):

• After products have been approved, move them to the ordering phase in your project.

• Navigate to the orders view, now calculate your margins in the margin tables. 

• Double check all of your values, especially trade price, markups, client price, quantity to ensure your calculations are correct.  

2. Send the PO to your supplier:

• Once you are happy, select send PO, in the top right of the order here you can send and email directly to your supplier.
• Upload any relevant attachments to the purchase order, such as 
• The email will contain a link to a supplier view, where your supplier can see all necessary details like quantities, product info, and attachments such as contracts or specs.

Tip: If your supplier needs to provide feedback, they can upload documents (like invoices) through the supplier view.

3. Track the status of your orders:

• After you’ve sent the PO, use thesheet to track each order’s status. Status options include:
  • In production
  • In transit
  • Delivered
  • Installed

4. Add delivery dates and information:

• You can also include estimated delivery dates and update these dates if timelines shift.