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How do I order materials by product?

If you’re not already on the order materials by products screen navigate there by clicking on the “order by products” button, which is located under the “order materials” tab on the dashboard.
Scroll through the products and find the product you are looking for, then click on the work order number that you are wishing to order for.
Once you have clicked on that number you will be brought to the workorder screen.
You will then click on the shopping cart icon that is located on the right side of the screen.
Change the order status to “ordered.”
Next you will fill in the order number field with the reference number provided to you by the vendor.
Verify that the amounts listed are as expected. (Hint: Check the tax, freight, material cost and material invoice total)
Click save to save all this information.

How do I order materials by vendor?

If you’re not already on the “order materials” screen navigate there by clicking o...
How do I cancel a vendor order?

If you’re not already on the “order materials” screen navigate there by clicking o...
How do I order materials by an individual invoice?

If you’re not already on the order materials by invoice screen navigate there by clicking on t...
How do I cancel a material order from the order products page?

If you’re not already on the order materials by products screen navigate there by clicking on ...
What is the order status page for?

Here you can view all the products that have a status of “ordered”. You can sort by stat...