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Ordering inventory-tracked items

How to order inventory-tracked items using the Procurement functionality on Cloud

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Written by Ashok P

The process of ordering inventory-tracked items is the same as ordering products. You can order them in the following ways. All these options will take you to the Create PO or Add to existing PO workflow.

Check out this collection of articles for more details about creating and managing POs.

#1 Under Procurement > Purchase Orders

On the "Procurement > Purchase Orders" page, you can create a new purchase order (PO) or add inventory-tracked items to draft POs.

#2 Under Procurement > Ready to Order

On the "Procurement > Ready to Order" page, you can create a new purchase order (PO) or add inventory-tracked items to draft POs.

Check out this article for more details.

#3 Under Inventory

For inventory-tracked items that are below the minimum quantity thresholds, you can create a PO on the “Inventory” page.

1/ Click one of "out of stock,” "at minimum stock," or "running low" links in the Item below stock level widget at the top.

2/ In the side panel, click “Create PO” and create a new PO or add the inventory-tracked item to an existing PO.

You can also select one or more items on the Inventory page, click "Action on selected," and then click "Create or add to existing purchase order."

#4 From notifications

You can create a PO from the notification generated when the inventory-tracked item's quantity falls below the minimum stock threshold.

1/ Click the “Bell” icon on the top-right corner.

2/ In the notification, select the supplier, click “Create PO,” and create a new PO or add the inventory-tracked item to an existing PO.

#5 Under Catalog > My Products

Go to “Catalog > My Products.” Select one or more inventory-tracked items here, and click "Create or add to existing purchase order" in the Actions menu on the right.

Check out this article for more details.

#6 In the Project Details view

Go to the "Details" tab in the project, and you can create POs or add inventory-tracked items to existing POs in the Bill of Materials (BoM) view or the Item Status view.

Check out this article for more details.

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