Orders to suppliers in the accounting program Torgsoft

How to place an order with a supplier without a technological card or production orders?

Creating an order for a specific supplier

Go to the main menu item “Document - Create an order to the supplier.” — In the opened form, click the “Add” button — set the supplier and specify the accounting center for stock intake once the order is completed — click “Save”:

Click the “Refresh” button, and in the order window, the system will display the products that can be ordered from the selected supplier. In the “My order” field, enter the required quantity of products and click “Save”:

Done! The order is created and can be edited if needed. The system will automatically calculate the total purchase amount. You can view the order in the menu “Document - Orders to suppliers”:

You can also create an order for a supplier using filters.

How to use filters when placing an order?

Filters for selecting materials

It’s convenient to add raw materials for production to the order using these filters:

• Items with zero or negative quantities.

• Items with zero quantities that have had movement.

• Low-stock items (quantities less than or equal to the specified minimum stock).

• Items not available at any accounting center.

• Items that need to be ordered (those with zero or negative quantities and low-stock items).

For the “Items that need to be ordered” filter, you can choose how the quantity will be calculated — for the entire trade network (select “For the trade network”) or as the minimum quantity for each accounting center separately (select “For each accounting center”):

Learn more about setting minimum and maximum stock levels for each warehouse here.

Filters for selecting a supplier

Sometimes a single product may have been supplied by multiple suppliers. How do you choose which supplier to order materials from this time?

For example, you may want to order products from the supplier who most recently delivered them, the supplier who offered the lowest price in a given period, or the one who currently has the products in stock. The Torgsoft system includes an additional filter for selecting a supplier. You can specify your criteria, and the system will retain in the “Supplier” field the contractor who meets those criteria:

✅ To purchase from the supplier offering the lowest price — in the order form, check “Supply at the lowest price.” You can specify the date from which to consider prices.

✅ To work with the supplier from the most recent purchase — check “Last supply,” and the system will display price information from that latest purchase.

Remember to click “Refresh” to activate a specific filter, and then click “Save” to ensure the supplier order is recorded in the system.

Please note that the “Last supply” and “Supply at the lowest price” filters are only available when creating an order for the entire trade network, not for a single or specified accounting center.

How to view available materials?

If you wish to review materials at accounting centers before creating an order, go to the menu “Actions — Select accounting centers,” check the boxes next to the necessary accounting centers for display, and click “Select”:

You can also view purchase price information and movement data for these materials, including when they were received, how much has been used, current stock levels, and more — in the “Display options” menu:

In Torgsoft, you can automatically set the order quantity equal to the “Need to order” quantity. In the “Create order to supplier” form, select the items using multi-selection (CTRL + X) and click “Actions” — “Set ‘My order’ quantity equal to ‘Need to order’”:

All orders to suppliers are available in the menu “Document — Orders to suppliers.”

Creating an order with product filters

You can first specify all the required products in the order and then choose suppliers for them. Go to the main menu item “Document - Create an order to the supplier.” — Select the necessary products or entire categories. To do this, click the “Filters” button   — a “Filter parameters for products” window will open. Fill in the desired fields, add products with the “Directory” button   — Click “Select” — set the supplier in the “Supplier” field, and only the items that can be ordered from this contractor will remain in the form table.

Specify the required quantity in the “My order” field — click “Save order” — fill out the required fields in the form that opens and click “Save.”

Done! The order to the supplier has been created. Learn more about creating orders to suppliers in the Torgsoft knowledge base.