Enhanced interface

Order supplies

Create a purchase order for supplies requests when you do not have the requested items in stock, or do not regularly keep them on-hand. When you want to order and deliver supplies quickly, you can choose to have your supplier send the requested supplies directly to the requested location.

In some cases, businesses create ongoing or blanket purchase orders for items that are ordered more frequently. You can use the Supplies workbench to link a request to an existing order. This ensures that a specific request gets priority item allocation when the ordered items arrive.

Subscription	Inventory Control or Supplies Inventory , Purchasing
Regional availability	Inventory Control and Supplies Inventory: Australia, Canada, UK, USA, South Africa Purchasing: All regions
User type	Business Warehouse
Permissions	Inventory Control Manage supplies: Edit Purchasing Purchase transactions: List, View, Add
Configuration	On the Inventory Control configuration page, you can select default transaction definitions to use for both purchase order and direct-ship transactions.
Restrictions	The Supplies workbench displays top-level and entity-level transactions. However, you can only process entity-specific transactions from the entity where they originated. Learn more about multi-entity transactions.

Create a supplies purchase order

Supplies purchase orders use a pre-defined purchase order transaction definition to track the workflow from order to a vendor invoice. The following steps highlight the required field entries for a supplies order. For a detailed description of all fields, see Field descriptions.

Go to Inventory Control > All > Supplies Inventory > Workbench.
Select one or more requisitions with a line status of New request.
If an order's line status displays a "Needs..." state, review the request and update the required fields. For a description of Line status, see column descriptions.
To order a single supplies request, select Action > Create purchase order. If you have selected multiple requests, select the bulk action button ( ), and then select Create purchase order.
Review the order details.
In the order window, select Post.

The Source column for the request line changes to On order and the Line status column changes to Needs acknowledgment.

The Line status changes to Completed when the employee acknowledges receipt of the item.

To review your supplies purchase orders, go to Purchasing > All > Transactions and select the supplies purchase transaction type from the list. You complete supplies purchase orders following your standard purchasing workflow (seePurchasing transaction workflows).

Create a direct-ship order

Supplies direct-ship orders use a pre-defined purchase order transaction definition that's used to track the workflow from order to a vendor invoice.

Go to Inventory Control > All > Supplies Inventory > Workbench.
Select one or more requisitions with status of New request, for items that you want to purchase and ship directly from the vendor.

If an order's line status displays a "Needs..." state, review the request and update the required fields. For a description of Line status, see column descriptions.
To order a single request, select Action > Create direct ship. If you have selected multiple requests, select the bulk action button ( ), and then select Create direct ship.

If you do not have a transaction definition pre-configured for direct-ship purchasing, select one at the prompt.
Review order details.
In the order window, select Post.

The Source column for the request line changes to Direct ship and the Line status column changes to Needs acknowledgment.

The Line status changes to Completed when the employee acknowledges receipt of the item.

To review your supplies purchase orders, go to Purchasing > All > Transactions and select the supplies purchase transaction type from the list. You complete supplies order processing following your standard purchasing workflow (seePurchasing transaction workflows).

Learn more about order status.