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Ordering products from within a project

How to order products from in the Project Details view

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Written by Ashok P
Updated over a month ago

Cloud has a comprehensive Procurement functionality under the "Procurement" tab in the left navigation menu. Under Procurement, you can add products from multiple projects into one or more purchase orders (POs) and send them to suppliers.

However, if you want to create POs on a project basis or add products to POs in the Project Details view, you can do so in the BoM view and the Item Status view.

In the BOM view

To order products in the BoM view:

1/ Go to "Details > Bill of Materials" in the Project Details view.

2/ Select one or more products you want to order.

3/ Click the "Add to Order" option from the side panel.

4/ Select whether you want to create new PO(s) or add the products to existing draft PO(s) and click "Continue."

In the Item Status view

To order products in the Item Status view:

1/ Go to "Details > Item Status" in the Project Details view.

2/ Under the "Ordering" view, select the products you want to order.

You can use the phase selector and filters to filter the products displayed.

3/ Click the "Order" button on the right.

4/ Select whether you want to create new PO(s) or add the products to existing draft PO(s) and click "Continue."

You can also order products using the above steps from the "Scheduling" view.

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