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Adding products from the project view

How to add products to purchase orders from the project view

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Written by Ashok P

If you don't prefer stockpiling products and want to order products as and when projects start, you can do so from the Project Details view.

To add products to one or more POs from the Project Details view, go to the "Details" tab in the project. Here, you have two ways to add products to existing POs or create new POs.

#1 From the Bill of Materials (BoM) view

In the BoM view, you can add products one by one to new or existing POs. This is good when:

  • You have some or most of the products in the project in stock or are part of existing POs.

  • You know which products need to be ordered.

To add a product to a PO, click "Add to order" in the side panel and add it to a new or existing PO.

#2 From the Item Status view

In the Item Status view, you can select multiple products at once and add them to new or existing POs. This approach is good when you want to bank on the current item status to order products.

To add products to one or more POs, go to the Ordering tab in the top right corner, select products with the "Unordered" or "Ready to Order" status, click the "Order" button in the top-right corner, and add them to new or existing POs.

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