What is a Partner List?
The Partner List module in OrderGrid is the central hub for managing all partners connected to your system. It allows users to create, manage, and configure suppliers, vendors, clients, and stores. This list enables seamless order fulfillment by linking items to the right partners and automatically sending Purchase Orders (POs) based on inventory requirements.
Once a partner is created in the Partner List, items can be assigned to them within the Inventory > Items module. The system also allows you to generate Receiving Orders (ROs) for those items linked to the selected partner.
To access the Partner List, navigate to:
☰ > Partners > List
Types of Partners
The Partner List includes different types of partners, each designed to serve a specific function in the system. Below is an overview of each partner type:
Partner Type | Description | Use Case |
Supplier | A Supplier partner provides goods or services for replenishing your stock. Once the Receiving Order (RO) is open, it will go to the Warehouse > Receiving V2 module for further processing. | A supplier for replenishing inventory (e.g., raw materials or products, stock). |
Store | A Store partner can be used for in-store receiving, enabling stock transfers between different locations or for direct sales. | For transferring stock between physical stores (e.g., store A to store B) or internal warehouse transfers. |
Partner Portal | A Supplier partner using the Partner Portal to integrate with OrderGrid. These suppliers can directly interact with the system for efficient management. | [To be updated] |
Creating a New Partner
To create a new partner:
Click
+ Create Partner:
Navigate to the Partner List page and click the+ Create Partnerbutton.Fill in Partner Details:
Type: Select one of the following types: Supplier, Store, Partner Portal
Name: Enter the name of the partner.
Grid ID: OrderGrid Partner ID is generated automatically after partner creation.
Group (Optional): Select a group for categorization.
Tags (Optional): Add tags for easy identification. (To configure groups or tags, navigate to Partner > Settings.)
Order Cut-Off Time (Optional): Specify the time after which orders will not be processed until the next day.
Lead Time: Set the lead time (in days) the partner requires to fulfill an order.
Partner’s Notification Email (Optional):
Enter one or more valid email addresses for the partner (comma-separated) (e.g., name@mail.com, name2@mail.com).Set Partner Minimums (Optional):
Case Count: Define the minimum number of cases required for the partner’s PO.
Subtotal Amount: Set the minimum subtotal amount for the PO.
Configure the Integrated Toggle (Optional):
Toggle Integrated ON to treat the partner as part of the Replenishment Suite, enabling automated PO generation and other integrated features.
Partner Order Minimums
The Partner Order Minimums feature ensures that Purchase Orders (POs) meet the partner's minimum requirements. If a PO doesn’t meet the defined Case Count or Subtotal Amount, the system will display an alert in the Receiving Orders section.
Case Count Only: Triggers an alert if the total case quantity in the PO is less than the defined minimum.
Subtotal Only: Triggers an alert if the PO’s total value is below the defined minimum.
Both Conditions: Triggers an alert if either or both conditions are not met.
Happy Flow: No alert is shown if both conditions (case count and subtotal) are satisfied.
Guardrail Functionality:
If Partner Minimums are enabled and the order doesn’t meet the set conditions, the Receiving Order can still be set to Open. However, the system will require additional confirmation before proceeding. Once the order is attempted to be set to Open, a prompt will appear confirming that the Partner Minimums have not been met.
Integrated Toggle
The Integrated Toggle enables a partner to work seamlessly with the Replenishment Suite. When enabled, the partner is treated as part of the integrated system, which allows for:
Automatic PO Generation: The system will automatically generate purchase orders for the partner based on inventory requirements.
Auto Replenishment: Integrated partners can be included in automated replenishment cycles, enabling real-time stock updates and seamless inventory management.
Use Case: Enable the toggle when you want the system to handle inventory replenishment and PO generation automatically for this partner.
Important: When the Integrated Toggle is enabled, the system ensures that data between Inventory Items and Replenishment Item Parameters stays synchronized during regular system updates. If the toggle is off, these parameters remain separate.
Notifications for Partners
Once you configure a partner’s Notification Email, Purchase Orders in Open status will automatically trigger an email to the partner, notifying them about new orders that need to be fulfilled.
Steps to Enable Partner Email Notifications:
Enter the Partner’s Notification Email when creating or editing a partner.
Enable Auto PO Email:
Navigate to Replenishment > Settings > Partner Notifications.
Toggle Auto PO Email ON.
Verify Email Format: Ensure the email format is correct and separated by commas for multiple email addresses (e.g., name@mail.com, name2@mail.com).