Ordering

Everything you need to build Purchase Orders, manage POs, and send and order products

14 articles in this collection
Written by Kimberly Hirsch

Getting Started with Ordering

Everything you need to get started with Ordering so you can purchase your products for your projects.

Written by Kimberly Hirsch
Updated over a week ago

Adding Products to Purchase Orders

Create Purchase Orders Across Projects and For Stock Items

Use the orders tab to order products from all projects and from the product catalog for stock items.

Written by Kimberly Hirsch
Updated over a week ago

Order Products Without a Project

Order stock and other items not associated with a project from your product catalog

Written by Kimberly Hirsch
Updated over a week ago

Add Items to Purchase Orders from Projects

Adding items to purchase orders from projects or from catalog

Written by Kimberly Hirsch
Updated over a week ago

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

Written by Kimberly Hirsch
Updated over a week ago

Ordering Items from the catalog

Order products not associated to any projects

Written by Kimberly Hirsch
Updated over a week ago

Managing Purchase Orders

Configuring Purchase Orders

Everything you need to know to configure your POs so you can sent correctly to your suppliers

Written by Kimberly Hirsch
Updated over a week ago

Managing Purchase Orders

Everything you need to know about keeping your purchase orders up-to-date

Written by Kimberly Hirsch
Updated over a week ago

Draft Purchase Orders

After you have started the process of creating a purchase order, your PO will save as a draft

Written by Kimberly Hirsch
Updated over a week ago

Deleting a PO

Delete an undesired Purchase Order

Written by Kimberly Hirsch
Updated over a week ago

Sending Purchase Orders

Sending Purchase Orders

Send POs directly from D-Tools Cloud through Email

Written by Kimberly Hirsch
Updated over a week ago

Exporting Purchase Orders as PDF

Export the PO as PDF to send to suppliers, bring with you to onsite locations, or just for accounting purposes

Written by Kimberly Hirsch
Updated over a week ago

Integrations

Ordering through Amazon Business Integration

Configuring orders to order from Amazon Business directly through D-Tools Cloud

Written by Kimberly Hirsch
Updated over a week ago

Send Purchase Orders to QuickBooks Online

Using your QBO integration, send POs to your accounting software

Written by Kimberly Hirsch
Updated over a week ago