Inventory Module – Ordering & Editing Orders

Overview: This section is dedicated to understanding how to order inventory.

  • Ordering
  1. Select the inventory module.
  1. Filter by constituent’s tab.
  1. Searching by SKU, or Name.
  1. Select “Order.”

  1. 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)
  1. Click the toggle to send an email with a PO to your supplier automatically. 
  1. Click “Save” and you’re done. 
  • Editing an Order
  1. Select the filter.
  1. Filter by “On Order.”
  1. Select “OK.”
  1. Find your order and Select “+.”
  1. Use the actions dropdown arrow and select “Edit.”
  1. Enter a “Reason for Editing.”
  1. Edit accordingly.
  1. Scroll to the bottom of the page and press “Save” to finish.
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