Place your first order

This walkthrough takes one order all the way through Wren: find a product, place the order, get it approved and sent, receive the delivery and check the invoice. Each step links to its own article when you want the detail.

#1. Find a product

1. Open Shop in the sidebar and choose Catalog.
2. At the top, pick the supplier and the location you are ordering for. Prices and stock follow the supplier account of that location.
3. Search by product name, manufacturer or item number.
4. Press Add to Cart on the product. If it comes in more than one pack, choose the pack first: each has its own price, so you can compare a box with a case.

The cart count at the top of the page goes up. See Browse the catalog.

#2. Check your cart and place the order

1. Press the cart at the top of the page.
2. Check the lines. Wren groups them by supplier and location, and each group becomes that supplier's purchase order.
3. Change a quantity or a pack, or remove a line. The totals update as you go.
4. Press Order Now.

Wren makes the order from your cart and opens it. Nothing goes to a supplier yet: the order starts as a Draft, so you can still change it. See The cart.

#3. Get it approved

If your practice requires approvals:

1. On the order, press Ready for Review. The order now reads Pending Review and shows up for whoever approves orders.
2. An approver opens it, checks the items and total, and presses Approve, then Yes, Approve.

The order is ready to send once it has every approval it needs. See Approve an order and Set up approvals.

#4. Send it to your suppliers

1. Press Submit Order.
2. Choose who is told the order went out, and anyone to copy. Press Submit.
3. Check the last look at every supplier and every item, then press Confirm Submit.
4. Close the window once it says it is done.

The order now reads Submitted. Each supplier has its own purchase order, and its shipments and invoices come back to this same order. See Review and send an order.

#5. Receive the delivery

Each supplier sends its own boxes, and the order's Shipments tab follows every one.

1. On the order, open Shipments and press a shipment.
2. As you unpack, tick each line that arrived. A short delivery is just the lines left unticked.
3. Press Mark as received.

What you ticked counts as arrived on the order and goes into your inventory. See Receive a delivery.

#6. Check and pay the invoice

1. On the order, open Invoices and press the supplier's invoice.
2. Compare what you ordered, what arrived and what you were billed, line by line. This is the three-way match.
3. Once the invoice has been paid, press Invoice Paid.

When everything has arrived and every invoice is paid, the order reads Completed on its own. See Check an invoice and When an order is complete.

#Related

• The cart
• Approve an order
• Receive a delivery
• Check an invoice