Gameplan- a single or multi-event master list of the items needed to complete your upcoming event(s) according to the line items and recipes built out within them.
Purchase (formerly known as Orders)- A list of each item with their total quantity needed that is pulled from the Gameplan. This list can be sent to your supplier to share what is needed for your order and when. You can visit the purchase to make notes throughout the communication process with your supplier and mark the stage of the purpose once you've confirmed the supplier can fulfill it.
Step 1: Create a Gameplan!
Select "+Generate Gameplan" and select the events you would like to include.
You can adjust the date range to display events that are booked for that time, select as many as you'd like to include in your Gameplan.
Select which items you're needing to order from your supplier using the checkboxes to the left of the item name.
(You can also change items using the pencil icon to the right of the item name. For example: if you see you only need two stems of a flower that comes in a bunch of 12, but you're already ordering another lower that will have two stems leftover, you can switch the item right in the Gameplan and utilize that leftover/avoid even more leftovers!)
Step 2: Create a Purchase!
After selecting all of the items from your Gameplan that you'll need to order, select "Create a Purchase" at the top.
You'll need to name the purchase, select a supplier from your database, and a date the order needs to be fulfilled.
When you click save, you'll see a table with the total quantity of each item needed as well as the purchase unit (according to your unique item library). You can adjust the purchase units needed however, the system will default to what you need based on the item quantities.
Add any additional notes for your supplier (acceptable substitutions, preferences, etc.)
Once you confirm the order is ready, use the envelope icon in the top right to send the order to your supplier by email.
When you receive word from your supplier that the order can be fulfilled by the date you've requested you can click "Accept" to let you know this order is confirmed!