Sending and saving orders on Happy Buyers benefits retailers by:
- Creating a centralized order record
- Tracking orders across all channels
- Providing visibility for purchasing, operations, and finance teams
Creating an Order
Step 1: Build Your Cart
- Add products and product lines
- Adjust and refine your order
- Review product line inventory data
For each product-line row item in your cart, you can also specify:
- # Strains to Order: Specify desired product variety
- Product Line Notes: Add instructions (potency requirements, preferences, strains)
These notes act as flexible communication tools for vendors.
Step 2: Review the order
Before finalizing, users can:
- Review estimated cost order summary by store or by brand
- Add high level order notes (e.g., instructions, shipping details, credits)
- Preview exactly what vendors will receive
- Export (PDF/CSV) if needed from the actions button (on order preview)
Step 3: Finalize order (Save)
- Converts the cart into a locked order
- Generates a unique order number
- Allows you to add an internal order description for searching and organization
- Clears the cart so you can begin building a new order
Step 4: Send (Optional but Recommended)
Users can send the order via email:
- Vendors receive a secure link (expires in 10 days)
- No login required
- Includes full order details including a linked product-line order guide that includes:
- Suggested order
- Do not send list (if any discontinued products)
- Current live inventory
Product line order guide example:
The email:
- Comes from Happy Buyers
- CCs the sender for communication tracking
- Encourages vendor engagement and replies
Order statuses
Order statuses can be manually updated to track and manage orders to match various workflows:
- Draft – Active cart (not yet finalized)
- Finalized – Locked order ready for submission
- Submitted – Order sent or placed (in-flight)
- Received – Inventory received and verified
What the vendor receives
When vendors open the order:
- They see a structured, interactive order view
- They can access:
- Order notes
- Product line details and notes
- Requested units and cases
- Requested number of strains on product lines
- Live inventory insights on product line order guide
This helps vendors:
- Fulfill orders accurately
- Avoid sending unwanted or duplicate products
Managing orders
Actions Available
- Send (and resend) orders
- Update status
- Edit description
- Copy products to cart
- Export (PDF/CSV)
- Archive old orders
Copy products to cart to:
- Copy a previous order into a new cart
- Reuse all cart quantities
- NOTE: Units to order, # strains needed, and unit cost will all be copied over exactly as they were in order. Click the blue reset button to re-calculate or reset to live quantities.
- Option to copy order notes to cart
- Make adjustments before resubmitting
Flexible workflows
Order management is designed to support varied workflows:
Users can:
- Send orders directly via Happy Buyers
- Create and save orders to use as reference when placing orders externally (e.g., marketplaces), then manually update status
- Share orders internally for review
- Export orders for offline processes
- Use as audit trails for purchasing, receiving ,and accounting