Adding complimentary products to a supplier order
Table of Contents
Introduction
Very often, a supplier will add some free products when you order a certain quantity. This creates a situation where:
- A quantity needs to be added to the inventory to keep an accurate tracking of the on-hand
- The cost needs to reflect the addition of free products
To avoid additional clutter of the orders page for users that don’t have this request, we created a “Complimentary products” setting that needs to be enable before free products can be added to received orders.
Activating the “freebies” setting
- Go to the locations settings by clicking on the gear icon next to your location’s name
- Click on the “Advanced Features” menu
- Click the toggle switch next to “Provide a field to add complimentary products in supplier orders” until it’s yellow and reads “Enabled”
Adding complimentary products to a supplier order
Note: Complimentary products can only be added when an order is at the receiving stage.
- Go to the “Orders and purchases” page
- Click on the “Receive order” yellow button at the left end of an order line. A modal will pop-up
- Next to a product’s received quantity there will be a field name “Complimentary QTY” where you can add the quantity of free products received
Additional tips
- Complimentary products can only be added at the Receiving stage of the orders workflow
- If part of the received quantity is complimentary, you can edit both fields: the received quantity and the complimentary. E.g. You initially placed an order for 10 products but 8 are paid and 2 are free so you can edit the received field from 10 to 8 and the complimentary field from 0 to 2
- The cost of a product will be adjusted based on the complimentary products. E.g. if an item is worth $5 and you get 8 paid and 2 free, the cost of a single item will be calculated like this: (8 x $5) / 10 so $4 per item.