What Is an Order?
An Order is a digital document that centralizes your raw material purchasing process.
It ensures traceability, improves supplier communication, and provides full purchase control.
With tSpoonLab, you can create and send orders directly to your supplier through your preferred channel — Email or WhatsApp — without leaving the platform.
🎥 Video Tutorial: How to Generate Orders
In this video, we show you how to create an order from scratch, add items, and send it to your supplier easily and efficiently.
1. Access the Management > Purchases Section
From the main tSpoonLab dashboard, go to Management → Purchases.
Click on the three dots next to the search bar and select New Order.
2. Complete Basic Information
In the pop-up form, fill in the required fields:
Order Number: Automatically assigned by the system (you can edit it if needed).
Supplier: Select the supplier for this order.
Order Date: Choose the date when the order will be placed.
Click Accept to save.
3. Add Items and Quantities
Inside the order, you can add articles in two ways:
Individual Search: Add articles one by one using the search field.
Article List: Activate Show as Checklist (bottom left) to view all supplier items at once.
Enter the desired quantities for each article.
Use the comment fields to add specific instructions if needed.
If you want to set a delivery date, click +details at the top of the order and select the reception date.
Once all items are added, click Accept to save the order.
4. Send the Order to the Supplier
To send the order, hover over the grey supplier line and click the three dots, then choose one of the following options:
Send by Email: Sends the order to the supplier’s registered email. A preview window will open where you can customize the message text.
Send via WhatsApp: Automatically opens WhatsApp Web (or the mobile app) with the supplier’s number and order text ready to send.
Send (Manual Record): Marks the order as Sent without actually sending it (useful if you placed the order by phone or another method).
Copy Purchase Text: Copies the order text so you can paste it into another application. After copying, click Send to update the status to Sent.
When the order is sent, a downloadable document (PDF) will be generated under the supplier’s name in the grey bar.
📢 Important: Orders are sent without prices by default across all channels.
5. Tracking and Editing Options
Email Tracking:
After sending by email, an orange downward arrow will appear next to the Sent status.
Click it to track delivery and open rates.
You can refresh the information by clicking the gear icon at the top.
Approval Workflow:
If your organization requires order approval before sending, you can enable this workflow to validate costs before dispatching.
Contact your account advisor to activate this option.
6. Customize Default Message Templates
You can edit the default message that appears in email or WhatsApp orders:
Go to Cost Centers → Edit your cost center.
In the Purchases section, modify the predefined message.
📢 Note: By default, WhatsApp messages don’t include attached PDF or Excel files.
If you want to enable automatic attachments, contact your account advisor to set it up.
📱 Mobile Ordering
You can also create and send orders using the tSpoonLab mobile app or tSpoonFast.
App Store (iOS): [Download on the App Store]
Google Play (Android): [Download on Google Play]