01What it is
A material order has a supplier, a project or the “to stock” target, an order date, an expected delivery and a received date. Each item has a name, a catalogue number, a quantity and a purchase price.
The status takes an order from Needed through Ordered, In transit and In stock to Installed; besides those there are Returned and Cancelled. The In stock status fills in the received date if it is still empty. A status change does not change stock levels.
A price in a foreign currency freezes the exchange rate when the item is saved, so the value in the base currency does not change later. You add the invoice number and the payment due date in Liabilities; an order with a project and an invoice becomes a site cost.
- ONE CLICK
- The status from the row menu, without opening the form.
- RECEIVED DATE
- Filled in automatically with the In stock status.
- SITE COST
- An order with an invoice counts towards costs.
02What it is for
Delays are visible at once
A notification for an Ordered or In transit order past its delivery date.
Where the material is
A status on every order: in transit, in stock, installed.
How much is in progress
The Value in progress tile for people with finance access.
Supplier assessment
Delivery and received dates count in the supplier analysis.
03Main options
The module has an order list with tiles, an order form with items and status changes from the row menu.
Order, project, supplier, deadline and status
Tiles: all orders, needed, ordered / in transit, value in progress.
- Filters: project, status, category and group; search by number, project and supplier
- Row menu: Edit, Delete and “Mark as:” for every other status
- CSV export with the payment due date and payment status
Header and items
Tabs: Order, Items and Offers.
- Project or to stock, supplier, status, category and group
- Order date, expected delivery, received date, note
- Items from the catalogue or entered manually, purchase price, currency and rate (with finance access)
From order to installation
Needed, Ordered, In transit, In stock, Installed, Returned, Cancelled.
- In stock fills in the received date if it is empty
- Ordered and In transit past the expected date raise a notification
- You add material to stock levels with a stock correction, not with a status
04Tasks step by step
- STEP 1Open a requirement, or in Modules › Suppliers and subcontractors › Orders choose New requirement.
- STEP 2Choose the supplier and enter the order date and the expected delivery.
- STEP 3Set the status to Ordered and save.
- STEP 1In the row menu choose Mark as: In stock. The received date is filled in automatically.
- STEP 2When the material is to go into stock, use Correct stock in Stock levels.
- STEP 1On the Items tab choose the currency next to the purchase price.
- STEP 2Check the suggested rate and save. The rate is frozen.
05Actions
The most common tasks for orders.
New requirement
An order starts as a requirement.
Mark the status
A status change from the row menu.
Edit
Header, items and offers.
Export CSV
Orders from the current filter in one file.
06What it connects to
Choose a module to see where the order details go.
Requirements
An order starts as a requirement with the Needed status.
Go to the topicRequirementsSuppliers
Orders appear on the supplier record and in their spend.
Go to the topicSuppliersLiabilities
The order’s invoice number, due date and payment status.
Go to the topicLiabilitiesSupplier analysis
Late deliveries in the supplier analysis.
Go to the topicSupplier analysisStock levels
You add material to stock with a stock correction.
Go to the topicStock levels