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Speed up buy order intake

Use this checklist to create buy orders faster while keeping clean inventory data.

1) Start with complete customer and date info​

Before adding entries, confirm:

  • customer (if applicable)
  • order date
  • notes only when needed

This prevents follow-up edits later.

2) Choose the right entry mode​

  • Use individual entry for mixed devices.
  • Use Quick Add Multiple for repeated devices with the same specs.

Choosing the right mode up front saves rework.

3) Use bulk identifier workflows for larger intakes​

For larger batches, use IMEI/serial-oriented workflows where available so your team can process many lines in one pass.

4) Add payments in the same flow​

Capture payment details while the order is being created to avoid reconciliation work later.

5) Validate before save​

Quick pre-save check:

  • entry count and costs look correct
  • payment totals are expected
  • important identifiers are present

Need to compare plans for higher-volume teams? See Restock pricing.