Placing Your First Order#

You order ingredients from vendors. You already know how to do this — by phone, by email, by text. Fillet gives you a way to do it that keeps a record.

Here’s how.

Start with a vendor#

Tap New Purchase Order.

Fillet asks you to choose a vendor. This is the supplier you’re ordering from. Tap their name.

You’re now looking at a new order. It’s blank — just the vendor’s name at the top and an empty list below. This is where you’ll add the items you want to order.

At this stage, your order is a Draft. You can change anything, leave and come back, or delete it entirely. Nothing is sent until you say so.

Add what you need#

Tap Add Line Item.

Fillet shows you the ingredients you’ve bought from this vendor before — the ones that already have a price on file. Tap the one you want.

The price fills in automatically from your records. You set the quantity — how many, how much.

That’s one item on your order. Add as many as you need, one at a time.

If you need to step away, the order saves on its own. It will be here when you come back.

Review and lock#

When your order looks right, tap Convert to Pending.

Fillet checks a few things before it lets you proceed:

• Your order has at least one item with a quantity.
• The vendor has an email address on file.

If something’s missing, Fillet tells you what it is.

Once the order converts, it locks. You can still look at it, but you can no longer change it. This is intentional — you’re about to send it, and Fillet wants to make sure what you reviewed is exactly what the vendor receives.

At this moment, Fillet records the price of every item on the order. Even if a price changes later, this order remembers what it was right now.

Send it#

Tap Issue.

Fillet sends an email to your vendor. The email contains a link. When the vendor opens the link, they see your order — the items, the quantities, the prices — laid out clearly on a single page. They don’t need a Fillet account. They don’t need to download anything.

From that link, the vendor can confirm the order or decline it. You’ll see their response in Fillet.

Your order now has a number — a PO number — and it’s a permanent part of your records. It cannot be deleted or changed. It is the order you placed, exactly as you placed it.

You’ve just placed a purchase order. It took a few taps, and now there’s a record — of what you ordered, from whom, at what price, on what date. The next time someone asks, you’ll know exactly where to look.