Goal

This article shows how to create a simple buy-and-sell order for two beach flags. You will purchase an item from a supplier and resell it to your customer. The process does not include warehouse workflows or stock values. The order can later become an order confirmation and an invoice. You will work in orders in the system.

This workflow does not update stock. There are no warehouse or inventory movements in this example.

Procedure

Step 1: Start the order with the product template "Other"

Create a new order and add a product using the product template named "Other". Enter the name (for example, "Beach flag"), the quantity (2), and the format (if needed). This information is for description only at this stage. No price calculation is done yet.

Step 2: Open the product line

Open the product line to edit details by clicking the pen icon.

Step 3: Add an operation

Add an operation to the product. You can use the operation "Other" or create a dedicated "Buy-and-sell operation" (see the next step).

Step 4: Select the "Buy and sell" operation

If you already have an operation prepared called "Buy and sell", choose it now.

Step 5: Open the operation details

Click the plus (+) button to expand and open the operation details.

Step 6: Mark the line as external work

On the first line, find the field "External job-line". The default value is "No". Change the switch to "Yes" because this work will be done by an external supplier.

Step 7: Save and close the operation section

Confirm the switch is set to "Yes" and close the operation section by clicking the minus (–) button.

Step 8: Open the External work tab

Go to the External work tab to enter supplier and cost information.

Step 9: Enter supplier and pricing details

In the External work tab, the quantity is shown automatically. Add the supplier, cost, mark-up, and any discount. The total external cost will be included in the order calculation.

If your supplier is not available, make sure the supplier exists as a company in companies before you continue.

Step 10: Note about the order form

As of 2023-09-11, there is no external purchase order form attached to this process. It is planned for a later release.

Until the purchase order form is available, confirm the external purchase with your supplier using your own document or email.

Step 11: Add public comments for clarity

Because the product line may contain limited details, add clear information in the Public comment box (for example, size, material, color, delivery time). Public comments appear on the order confirmation and the invoice.

After you review totals and comments, you can send an order confirmation to your customer and later issue an invoice when delivery is complete.