How to create an order for a customer in Breww

Once you have created your customers in Breww, you will be able to raise orders; you can raise an order by selecting Sales->New order. You can then choose a customer; this will automatically apply the customer payment terms and pricing that were set on customer creation.

You can alternatively raise an order from a customer account by selecting New->New order, which will automatically apply the customer details.

Adding order fulfilment details

By selecting Save order details, the order will be saved, and an order number will be allocated. This will also then display the delivery/collection details and options. The suggested 'Date to schedule for' will be based on your delivery areas if you have created these; if not, then Breww will use the Default delivery date set in your Delivery settings. In this example, my next delivery day for the delivery area of London is 22/08/2024. If more advanced Automatic delivery rules have been created, then you will be able to apply these here instead; these will be automatically applied if you have this set to apply on order confirmation; you can read more on this topic here: Delivery rules.

If you are not using automatic delivery rules, you will need to select whether the delivery should be scheduled as Delivery (own vehicle),Collection or Delivery (courier). You will also be able to override the scheduled delivery date if necessary.

Adding products to an order

You can then add items/products to the order by scrolling down and using the Add product to order button.

This will display your products and the available stock; how the stock is displayed will depend on your settings. You can read more on these settings here: Setting the stock figure to display when adding a product to an order.

You will then be able to search for and select a product and the quantity to add to the order. If you have historical sales for a customer, frequently purchased products and other popular products will be suggested.

After selecting a product, you'll be prompted for the quantity and any extra discount (in addition to what the order's price book might be adding). You can choose either the Save button to add the item and return to the order, or the Save & add another button to add it and return to the product selection list to quickly add another product.

Editing an order and adding adjustments/discounts

Your products will now appear on the order, which can be edited using the edit pencil or deleted using the red button.

By selecting the green Add adjustment button, you will be able to add an invoice-level adjustment to the order, such as a monetary discount. You can have your discounts automatically applied to products that are added to the order by setting up discount rules on price books; you can read more on this topic here: Price books and pricing.

Confirming your order

Once you are happy with your order and the customer has confirmed the order, you can select the Confirm order button.

What if I need to change my order?

Reverting an order to draft

If an order is in the status of confirmed, and you need to make changes, then the order can always be reverted back to a draft order by selecting the Revert to draft button.

Assigning stock to the delivery

You will be able to view the delivery by selecting the highlighted button.

From here, you can manually assign stock and select to dispatch an order; however, for the best experience when assigning stock and dispatching deliveries, we recommend assigning stock via our mobile barcode scanning feature on the Breww mobile App and dispatching orders from the main deliveries page, where you will be able to optimise your delivery routes and dispatch orders for the entire day. For more on handling the assigning of stock, please see the guide: Delivery stock assignment.

Setting the stock figure to display when adding a product to an order

When adding products to an order in Breww, you will be presented with a pop-out window that will allow you to search and select your products and whilst doing so, you will be able to see the stock level for each product, but the figure shown is dependant on your Order placement settings (These can be found in Settings->Order/invoice settings). Here, you will be able to choose "Which stock figure would you like displayed for a product when adding it to an order?".

There are three options:

• Display the "Theoretical max available" stock figure

• Display the "Available" stock figure

• Display the "Theoretical max available" stock figure and the "Available" stock figure

Once you have selected the stock figure to display, you should find your "Add product" window now reflects this setting. (The example below shows the "Theoretical max available" stock figure and the "Available" stock figure.)