All products in a new project will have their order status set to "Unordered" and install status set to "Not scheduled."
As you plan to install the products involved in the project, you can update the order status and the install status of each product under "Details > Item Status" in the project details view.
Order status helps you identify products in stock and the ones you need to order.
Install status helps you plan for the installation of the products.
Check out this article for more details.
Product filtering options
You have the following options to filter the products in the item status view.
Phase selector dropdown - you can view products by their phases.
Filters - you can use filters such as systems, brands, categories, and statuses to filter products.
Search box - you can search for products by their name or description.
Item Status views
You have two views under the Item Status tab: the "Ordering" view to track product availability and the "Scheduling" view to plan for product installation.
Both views have some similarities in how they show the phase selector, filters, required, reserved, and available stock quantity per product, and the change order (CO) details of the products.
Clicking a product in any of the views opens a side panel with options to change order and install status, assign suppliers, and order products.
Continue reading this article to learn how you can use these views to execute the work in the project.
Ordering view
Click the "Ordering" tab at the top-right corner to see the Ordering view. Here, you will see the following details relevant to ordering.
A status bar indicating the percentage of products by order statuses, factoring in the quantity of every product.
Supplier and purchase order (PO) details and the ETA of the shipment delivery.
An "Order" button with the option to assign suppliers to products, order them, and change the order status or products in bulk.
You can use the product filtering options and do the following in the Ordering view.
#1 Change Order status
Select multiple products, and click "Change order status" under the "Order" button.
You can mark products as In Stock or Ready to Order, depending on stock availability.
Changing the relevant PO status to "Ordered" will automatically change the order statuses of the products in it to "Ordered." If the PO has products across multiple projects, this change will happen in multiple projects.
Changing the relevant PO status to "Received" will automatically change the order statuses of the products to "Received." If the PO has products across multiple projects, this change will happen in multiple projects.
#2 Reserve stock items
For products that are stock items, you will be able to see the available stock in the "Available Inventory" column.
Select a product, click "Reserve from inventory" under the "Order" button, and reserve the required quantity.
#3 Assign suppliers and order products
Click one or more products and click the "Order" tab. This will open a modal to select suppliers, create new COs, or add products to existing COs.
If you are new to D-Tools Cloud and want to learn more about Ordering, check out this article.
#4 Download the product list for installers
You can download a list of products as a CSV or PDF file to share with installers.
Check out this article for more details.
Scheduling view
Click the "Scheduling" tab at the top-right corner to see the Scheduling view. Here, you will see the following details relevant to scheduling.
A status bar indicating the percentage of products by install statuses, factoring in the quantity of every product.
The estimated install date, the actual install date, and the tasks relevant to the installation of the product.
A "Schedule" button with the option to set the estimated install date and change the install status of products in bulk.
You can use the product filtering options and do the following in the Scheduling view.
#1 Change Install status
Select multiple products, and click "Change install status" under the "Schedule" button.
You can update the install status of the products as needed.
#2 Set estimated install date
Select multiple products, and click "Estimated install date" under the "Schedule" button.
Here, you can set an estimated install date based on installation priority, which can help speed up procurement if the product is not in stock.
#3 Schedule product installation
Select a product. In its side panel, click "Schedule for installation." The side panel will list one or more tasks associated with the product. Click on the tasks, and the tasks will be added to the schedule details.
You can also create new tasks from the side panel. The task-creation experience is similar to how you create tasks under the "Plan" tab in the project. You can add multiple products to the task, assign a phase, add a checklist, add attachments, and track the task to completion.
Check out this collection of articles for more details about creating and managing tasks on the cloud.
#4 Other options
You will also see options to reserve products and download a product list under the "Schedule" button.