This article explains how you can order items from within a project. If you want to order across multiple projects or have a process where employees request products that should be ordered, check out ordering across multiple projects.

Order Selected Products for a Project from the BOM view

Within the Project > BOM, you can select a product you want to order and select the "Add to order" option to add them to a new PO or an existing one in the "Draft" state.

  1. Check/select the product you want to order.

  2. Click the Add to Order option from the product sidebar on the right side.  

  3. Select whether you want to create a new PO or add it to an existing PO and click Continue.

Order Selected Products for a Project from the Item Status view

Within the Project > under Details tab > Item Status view, you can select products you want to order and use the Actions button > "Add to/Create order" option to add them to a new PO or an existing one in the "Draft" state.

  1. Check/select the products you want to order.

  2. Click on the "Actions" button to the right of the "Item Status" label.

  3. Select the Add To/Create order option from the menu.

  4. Select whether you want to create a new PO or add it to an existing PO and click Continue.

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