Integrated ordering allows you to submit purchase orders from Retail POS (R-Series) directly to the supplier in NuORDER.

Before placing integrated orders, make sure you activate the NuORDER and Retail POS (R-Series) sync and connect to at least one supplier in NuORDER.

Linking NuORDER suppliers and shipping addresses to vendors and locations in Retail POS

To use integrated purchase ordering, you need to match NuORDER suppliers you plan to order from with vendors in Retail POS and align their shipping addresses with your Retail POS locations. This way, you ensure that the right supplier receives your order and sends it to the correct store.

1. From the Retail POS main menu, navigate to Inventory > NuORDER Vendors.

2. On the NuORDER Vendors page, you'll see a list of all approved suppliers from your connected NuORDER account. For each supplier, select the corresponding Retail POS vendor from the dropdown.

   

3. For each NuORDER shipping address, select the corresponding Retail POS store location.

   

   NuORDER shipping addresses are managed by your suppliers and may not match your Retail POS store names or addresses exactly. Choose the location that best corresponds to where this supplier ships inventory.

4. Confirm and save.

Once all addresses are linked, you’ll see a confirmation that the supplier and their shipping addresses are fully configured.

Creating and sending a purchase order to NuORDER from Retail POS

After you link your NuORDER suppliers and their shipping addresses to vendors and locations in Retail POS, you can start placing integrated purchase orders. Integrated orders are automatically submitted from your Retail POS to the matching supplier in NuORDER.

1. From the Retail POS main menu, navigate to Inventory > New Order.

2. From the Vendor dropdown, select the vendor you want to order from.

   

   Vendors linked with NuORDER have a NuORDER icon next to their name so that you know it’s an integrated supplier.

3. Select the location where this order will be received. The location should correspond to the supplier shipping address you’ve previously linked to this location.
4. Click Save Changes.

5. Add the products you want to purchase. You can order products from the vendor's catalog you’ve previously imported into Retail POS or custom products you've added to your inventory manually.

   Make sure each item has an accurate SKU, as it is used to match items with the supplier’s listing in NuORDER.

   

6. Save the order and click Send to NuORDER at the top of the purchase order page.
7. (optional) Check if there are any errors, resolve them, and click Send to NuORDER again.

8. Click Confirm:

   

After you submit a purchase order, your supplier will review, confirm, and fulfill the order in NuORDER. When the order is shipped, you’ll be able to receive the items against this purchase order in Retail POS, just like any other incoming inventory.

A link to the submitted order in NuORDER will be available in the purchase order view so you can review or manage the order directly in NuORDER if needed.

Resolving item-matching errors when placing orders

When you send a purchase order to NuORDER, Retail POS tries to match each product in the order with the supplier’s product catalog using the item’s SKU. If any items can’t be matched or are no longer available, you’ll see a tab called NuORDER within the purchase order.

The NuORDER tab shows all the items that cannot be sent to NuORDER, along with error messages.

Common issues include:

• Invalid or incorrect SKUs: Update the SKU in Retail POS to match the one the supplier uses in NuORDER.
• Discontinued or unavailable items: Remove these items from the order before proceeding.

You’ll need to take action until no issues remain, and then send your purchase order to NuORDER again.

Managing orders placed as a draft

Some integrated purchase orders cannot be finalized and are sent to NuORDER as draft orders. In this case, you will see a notice with the issue description on the order page in your Retail POS.

To place an order that was sent as a draft, click Finalize draft order on the order page in Retail POS and make the required changes.

Optionally, you can finalize the order by editing it in NuORDER. To locate a draft order, go to the NuORDER advanced search and look for the purchase order number used in Retail POS.

Edits you make to the order on NuORDER will not be reflected in Retail POS.