Order from head office (franchise)

Order from HQ→ is a tab under Purchasing for a franchise's staff (it needs Create purchase orders).

Build the order

• Catalogue: search head office's products by SKU, name or brand. Each shows your price, what head office has free (or when more is due), and what you hold, have coming and already have in your order. Enter a quantity and Add.
• Restock what you sold: what you sold of head office's products in the last 90 days against what you hold and have coming, with a month's worth suggested. Add lines one at a time or all at once.
• Your order on the right is your draft PO to head office. Click Review and send to open it.

Send it

On the PO, Approve it, then Send to HQ. Any line head office will charge differently is shown first with the difference, so a changed price is never a surprise. Head office accepts the order and issues its invoice.

You can cancel on your own only while head office's invoice is a draft and nothing has been paid or sent. After that, ask head office to cancel.

Receive and pay

• The order updates by itself as head office accepts, invoices, dispatches or credits it. Its status reads Part shipped or Shipped as consignments go.
• Receive Stock takes only what head office has dispatched. See Receive a purchase order→.
• The Network Invoice card shows head office's bank details and the reference to quote, Pay by card when head office takes cards, and Statement of account. Head office's invoice reaches your Xero as a draft bill at the next sync.
• Credits for goods not sent show on the order as credits, not payments.

If something's not right

• Order from HQ isn't in the menu: your business isn't a franchise in a network, or you don't have Create purchase orders.
• Receive Stock missing: head office hasn't dispatched anything yet.
• Cancel is greyed out: head office has sent goods, issued its invoice or been paid. Ask head office.