"Ready-To-Order" is a Cloud functionality that helps you collate a list of products that need to be procured from one or more suppliers. When you use this functionality across multiple projects, Cloud will build separate lists of products by their suppliers, making creating purchase orders (POs) easy.
All products marked as "Ready to Order" will be seen under "Procurement > Ready to Order" in the left navigation menu.
Assign suppliers
The products listed on the Ready to Order page may or may not have suppliers assigned to them. You will see an alert at the top showing the number of products that don't have a supplier assigned.
Click "Manage" in the top right corner. This will open a modal to assign the suppliers. You can assign a supplier to the required products and close the modal.
Change 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.
Add to purchase orders
Once the suppliers are assigned to all the ready-to-order products you want to order, you can place them into POs.
If you want to order from a specific supplier, select the supplier in the "Supplier" dropdown in the top left corner. Only products that are assigned to the selected supplier are displayed.
If you want to order products from multiple suppliers, select "All suppliers" in the "Supplier" dropdown.
Select the products, click "More actions on selected," and click "Order." You will see a modal to select whether to create a new PO or add to an existing PO. Make your selections and click "Continue."
In the following screenshot, we select products from multiple suppliers.
You will see 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.
