Overview: This section is dedicated to understanding how to order inventory.
- Ordering
- Select the inventory module.
- Filter by constituent’s tab.
- Searching by SKU, or Name.
- Select “Order.”
- Fill out the information below in detail:
- Date – enter today’s date
- Enter the expected arrival date (optional)
- Amount Ordered – Enter the quantity ordered and the unit of measure
- Enter the cost per unit
- Name the supplier
- Enter Vendor part number (optional)
- Order for – enter the intended use or other notes about this order
- Order Notes – enter any additional notes if needed for this order (optional)
- Click the toggle to send an email with a PO to your supplier automatically.
- Click “Save” and you’re done.
- Editing an Order
- Select the filter.
- Filter by “On Order.”
- Select “OK.”
- Find your order and Select “+.”
- Use the actions dropdown arrow and select “Edit.”
- Enter a “Reason for Editing.”
- Edit accordingly.
- Scroll to the bottom of the page and press “Save” to finish.
