Integrated Purchase Orders & Receiving

This tutorial explains how to manage integrated distributor orders using the City Hive platform. You'll learn how to review order information, create purchase orders, and handle deliveries efficiently.

1. Overview of Integrated Distributor Order

We'll start on the receiving side, then walk back through the ordering process. This page displays the order information you would see after submitting an order to an Integrated Distributor.

2. Review Order and Delivery Details

This view displays all products included in the order, broken down by case and bottle quantity. Below that, you'll find delivery details, including the driver, dispatch time, and other relevant tracking information. From this same screen, you can receive the order directly.

3. View Inventory and Add to Cart

Next, let's return to the Inventory Insights page to show how this order could be created. Since we're directly integrated with the Integrated Distributor, pricing is available by bottle, case, and multi-case quantities, and any of these can be added directly to your cart.

4. Explain Direct Integration With Empire

With a direct integration in place, submitting this order would send it straight to the Integrated Distributor's system. For this demo, we'll instead walk through the process using non-integrated distributor, but the same steps apply when submitting an order to an Integrated Distributor.

5. Add Product to non-integrated distributor Cart

Add an item to your cart.

6. Create Purchase Order for non-integrated distributor

From the cart, you can create the purchase order. The key difference between a non-integrated distributor, an Integrated Distributor is that submitting an order to a non-integrated distributor simply creates it within the dashboard, rather than sending it directly to the distributor's system.

Create Purchase Order for a non-integrated distributor

7. Send Empire Order to ERP System

Support for sending orders directly to a distributor rep is coming soon. In the meantime, when you click Create Purchase Order for an Integrated Distributor, the order is sent directly to that distributor's ERP system and fulfilled automatically

8. Receive Orders in Dashboard

Once the order has been created for an Integrated Distributor, navigate to the Purchase Orders page, where the order can be received directly

9. Adjust and Commit Orders

Click Receive to make any necessary adjustments, such as the number of units received, updated pricing, or new margins. Once everything looks correct, click Commit to sync the changes with your inventory.

This tutorial demonstrated how to manage integrated distributor orders using the City Hive platform, including reviewing order details, adding products to carts, creating purchase orders, and receiving and adjusting orders within the dashboard.