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How to create a new part order?

To create an order for spare parts, go to the “Warehouse” section → “Order spare parts” → “Add” 

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The card for a new part order will open:

Select the supplier from whom the purchase is planned → Specify the place of storage for spare parts, where they will be stored after receipt → Select a label, grouping spare parts → Select the name of the spare parts, their price and quantity (spare parts must be added in advance to “Warehouse” → “List of spare parts “, then click on the “Add” button) → to the right, indicate the size of the discount, delivery cost and tax rate (if any) → In the description, specify all the information about this order. It will be useful to the person responsible for approving this order → Upload an invoice, delivery note or receipt → Click “Save” in the upper right corner or “Save and confirm” (if the person who creates the order it is the same person that approves it). 

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If different people are involved in adding and approving orders, go to the order card and in the lower right corner click “Confirm” 

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Then go to the order card in “Approved” section and after receiving the items, click on “purchased”.

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Next, go to the order card in “Received” section and click on “Send to warehouse” button → the menu for receiving spare parts at the warehouse will open → click the checkbox next to the word “Receive” and indicate how many units of the purchased items will be received at the warehouse → The order goes to section “Closed”, spare parts are delivered to the warehouse in the specified quantity. 

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Updated 17.01.2021

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