"Ready-To-Order" is an Order status on Cloud that helps you compile a list of products to procure from one or more suppliers. When you set a product's Order status to "Ready to Order" across projects, the products appear on the "Procurement > Ready to Order" page in the left navigation menu.
Assign or change supplier
The products listed on the Ready to Order page may or may not have suppliers assigned to them. An alert at the top shows how many products don't have an assigned supplier.
Select the products with no assigned supplier, click "More actions on selected > Change supplier," and select a supplier.
If you want to change the supplier for one or more products, select them, click "More actions on selected," click "Change supplier," and select the new supplier.
Set Needed By date
You can set a "needed by" date for a product to tell the procurement team when the product is needed so they can complete installation on time.
When you add products with a needed-by date to POs, the dates appear on the PO, so procurement can expedite shipments if the standard ETA is beyond the needed-by date.
Select one or more products, click "More actions on selected > Set Needed By," and set the date.
You can see this date in the "Needed By" column.
You can also see this date in the side panel of the product in the relevant project.
Check out this article for more details.
Add to purchase orders
After you assign suppliers to all the ready-to-order products you want to order, you can add them to POs.
To order from a specific supplier, select the supplier in the "Supplier" dropdown in the top-left corner. You can see only products from the selected supplier.
To order products from multiple suppliers, select "All suppliers" in the "Supplier" dropdown.
Select the products, click "More actions on selected," and click "Order." A modal appears where you can choose whether to create a new PO or add to an existing PO. Make your selections and click "Continue."
In the following screenshot, we selected products from multiple suppliers.
Cloud displays the PO creation form with the POs listed in the left pane. You can click each PO, configure it, and send it to the relevant supplier.
Check out this article for more details.
Export Ready-To-Order products
To download the list of Ready-To-Order products in a CSV file for offline analysis, click the "Download" icon at the top-left corner of the page.
The CSV file contains the product name, brand, part number, project, account, supplier name, and cost details.