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Ordering
Ordering
Everything you need to build Purchase Orders, manage POs, and send and order products
14 articles in this collection
Written by
Joseph Hayes
Getting Started with Ordering
Everything you need to get started with Ordering so you can purchase your products for your projects.
Written by
Joseph Hayes
Updated today
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
Joseph Hayes
Updated today
Order Products Without a Project
Order stock and other items not associated with a project from your product catalog
Written by
Joseph Hayes
Updated today
Add Items to Purchase Orders from Projects
Adding items to purchase orders from projects or from catalog
Written by
Joseph Hayes
Updated today
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
Joseph Hayes
Updated today
Ordering Items from the catalog
Order products not associated to any projects
Written by
Joseph Hayes
Updated today
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
Joseph Hayes
Updated today
Managing Purchase Orders
Everything you need to know about keeping your purchase orders up-to-date
Written by
Joseph Hayes
Updated today
Draft Purchase Orders
After you have started the process of creating a purchase order, your PO will save as a draft
Written by
Joseph Hayes
Updated today
Deleting a PO
Delete an undesired Purchase Order
Written by
Joseph Hayes
Updated today
Sending Purchase Orders
Sending Purchase Orders
Send POs directly from D-Tools Cloud through Email
Written by
Joseph Hayes
Updated today
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
Joseph Hayes
Updated today
Integrations
Ordering through Amazon Business Integration
Configuring orders to order from Amazon Business directly through D-Tools Cloud
Written by
Joseph Hayes
Updated today
Send Purchase Orders to QuickBooks Online
Using your QBO integration, send POs to your accounting software
Written by
Joseph Hayes
Updated today
