On Cloud, you can mark products as "Ready to Order" and add them to a global list of products due for procurement. The Ready to Order products across all projects will be displayed under "Procurement > Ready to Order."
Ready to Order is a built-in Order status you can customize from "Project > Item Statuses" under Settings.
Use cases
Some of the use cases for using the Ready to Order functionality are:
Ordering requires explicit approval. In this case, you need approvals from internal stakeholders before ordering products.
Procurement department or person orders products. In this case, your organization has a dedicated department or person for procurement, and they place the order from a D-Tools Cloud account.
Projects are long-running, and all products are not needed soon. Here, products required in the later phases of the projects can be ordered in due time with possible discounts.
Products are ordered in cycles. Here, you wait a certain amount of time before ordering products to create a larger PO and take advantage of bulk discounts and reduced freight.
In the BoM view
To mark products as Ready to Order 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 "Ready to Order" option from the side panel.
In the Item Status view
To mark products as Ready to Order 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 mark as Ready to Order.
You can use the phase selector and filters to filter the products displayed.
3/ Click "Change order status" under the "Order" button on the right.
Order Ready to Order products
One way to order Ready to Order products is from the BoM view or the Item Status view.
Check out this article for more details.
You can also order Ready to Order products under "Procurement > Ready to Order."
Check out this article for more details.