A Step-by-Step Guide to Creating Manual Orders in EasyVend

For many businesses, customer orders come in various forms—emails, text messages, or phone calls—throughout the workday. Knowing how to efficiently input these orders into EasyVend ensures your day-to-day processes remain seamless and organized.

Take a look at the guide below for precise directions on creating manual orders in EasyVend. Prefer a visual walkthrough? Click here to watch our video guide.

Step 1: Access the Order Screen

1. From the EasyVend Dashboard, click Orders to open the order screen.
2. If you are not on the dashboard, navigate to Orders in the main menu and select My Orders.

Step 2: Start a New Order

1. On the order screen, click Create New to open a blank order form.
2. Fill in the following details:
   1. Delivery Date: Set the date for the order.
   2. Customer: Search for and select the customer placing the order.

Step 3: Add Order Information

1. If a Purchase Order (PO) Number is required, enter it in the Customer PO field.
2. Review the Product List:
   1. If the customer has saved standard products, they will automatically appear.
   2. For preset quantities tied to the selected delivery day, these will also populate.
3. Add any additional products manually and specify their quantities as needed.

Step 4: Save and Complete the Order

1. Once all details are entered, click Save Changes.
   1. The order status will update to Ordered.
2. Review the Product List:
   1. Use Next Customer to switch to the next profile.
   2. Alternatively, use Search Customer to locate another profile manually.

Need Help?

If you have any questions or run into issues, EasyVend support is here to help. Contact us at 02 9188 4470 or email support@jealtech.com.au

Book a free demo or get a quote today!