Downloading orders from the portal - supplier guide

Owned by Ruth Mills
Last updated: May 10, 2019
3 min read

Introduction

Suppliers can now download a csv or Excel file of client orders from portal.indicater.com

Assumptions

Your client is using IndiCater as an e-procurement system.

Where to find this

This is available for all supplier users in the portal regardless of whether they have integrated orders set up or not.

Step-by-Step guide

1. Log in to portal.indicater.com with your normal log in details

2. There is a new tab called Download Orders. The tabs you see will depend on your existing arrangement with your client, below are 2 examples of the tabs visible to suppliers.

3. Click on the tab called Download Orders

4. The below page will load.

5. You have the below options:

  • download orders based on either the order date, ie the date the order was placed by the client, or by the requested delivery date.
  • download orders for 1 day or for a date range. If you want to run the report for 1 day, for example 29th January, please enter from 29/01/2019 to 30/01/2019
  • download orders from all mapped clients or for 1 client
  • download the data into Excel or a csv file

6. The downloaded report contains all of the information currently displayed on the PDF order you receive. See an explanation of the columns below:

  • Company Name - the name of the client
  • Outlet Name - the name of the outlet/site which has placed the order
  • Account Number - your account number for that specific outlet/site
  • Reason For Requisition - this will either say Order or Refund. Most of our clients do not use the Refund functionality
  • Order Date - the date the order was placed
  • Delivery Date - the requested delivery date
  • PO Number - the system generated purchase order number which is unique to that order
  • Invoice To - the invoice address
  • Deliver To - the delivery address
  • Terms - the terms and conditions set up by the client
  • Notes - any notes entered by the user when placing the order. This will be blank if no orders have been placed
  • Event Number - some of our clients place orders through our Events tool. If this is not being used, this column will show N/A
  • Quantity - the quantity of the item ordered
  • Description - the item description as per your supplier catalogue
  • Product Code - the product code as per your supplier catalogue
  • Pack size - this is the pack size as per your supplier catalogue
  • Unit Price - this is the unit price as per your supplier catalogue
  • Net amount - this is the unit price multiplied by the quantity
  • Authoriser - this is the person who authorised the order is approval was required. This differs per client
  • Requester - the person who placed the order
  • Requester Email - the email address of the person who placed the order
  • Drop Point Name - this is specific to one client only at the moment. Clients not using drop point will have N/A in this column

7. The report can be run as many times as required. The data is not affected by the running of the report.

8. This report can be used as a back up to the order summary report and can be imported into your own ordering systems if desirable.

9. Should the IndiCater email service by down, this report can still be generated. In these instances we will communicate with all suppliers.

 

 

 

 

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