Add Ready to Order Products to POs

Mark products as 'Ready to Order' across multiple projects and create POs from these products to maximize savings and better pricing tiers

Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

After you have marked multiple products ready to order from a project, you can revisit this list and create purchase orders from them.
How to mark products as Ready to Order

List of 'Ready to Order' Products

In the orders area of the D-Tools Cloud application, you will see two tabs in this view: Purchase Orders & Ready to be Ordered. In the Ready to be Ordered tab, you will see a list of all the products ready to be ordered. From this list you can filter by project, supplier, & category, search, and create purchase orders.

Filtering Products

You may want to filter by a specific supplier or category for products you want to order. On the left, you will see these filters and the right will reflect the filtered view.

Create Purchase Orders

After you have selected the products you want to order, you will select the "Create Purchase Orders for Selected" button. If you just want to order all, you can click the 'Create POs for All' button.

Unassigned Supplier

In order for a product to go in a purchase order, there must be a supplier on the product. So you will be prompted to select a supplier for any products without suppliers. Any products without suppliers will be ignored. Select the product(s) you want to add a supplier for.

Then select the supplier...

Adding to Existing Purchase Orders vs. Creating New

If a draft purchase order already exists for this supplier, you will be asked if you would like to add to an existing or create a new purchase order. Either select the New option to create a new PO, or select the add to existing and select the PO you want to add too. 

Because Cloud knows the supplier you have connected to your products, you can select the products you want to order and it will automatically sort the products into purchase orders based on the supplier. 

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