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Orders

Orders track stock coming in and going out (with suppliers, invoices, costs and tracking links attached) and move your counts automatically when an order is completed, so you never double-enter.

Open your dashboard

Two kinds of order

  • Inbound (Receiving): stock you’ve ordered from a supplier and expect to arrive. While open, the items count toward your Receiving figures.
  • Outbound (Sending): stock going out to a customer or job.

Open Orders in the sidebar (on a phone, tap the Orders tile) and create each from its own button: New receiving order or New sending order.

Creating an order

  1. Click New receiving order or New sending order.
  2. Give the order an Order name (e.g. “Restock raisins”) or a PO number. Every field is optional.
  3. Fill in any of the details: Placed on and Arrives on dates (Ship by on a sending order) and the Supplier (saved suppliers appear as you type; a sending order asks for the Customer). Under More details you’ll find the Invoice reference, Shipment tracking link, Total cost, notes, and even an Invoice file.
  4. Click Create and add items. The order opens straight away: under Order Items, click an item’s Ordered amount to set how many, and its Unit Cost to set the price.
A purchase order opened, showing status, supplier, invoice ID, placed and arrival dates, cost, tracking link, and its line items with quantities and totals.
An order keeps the supplier, invoice, tracking link, cost and line items all in one place.

Completing an order: where the stock moves

An order stays Open until you mark it done. Open the order and click Complete Order and the app applies its line items to your inventory:

  • Completing an inbound order brings those items into Stock (they were counted as on-order before).
  • Completing an outbound order removes them from stock as they ship.
This is the payoff: you log an order once, and when it lands you click complete instead of re-typing quantities. The counts, and the “After incoming parts arrive” figure your assemblies rely on, stay correct on their own.

Finding orders

The Orders table shows the placed and due dates, order name, direction, status, and supplier or customer. Use the Hide Completed Orders checkbox to focus on what’s still open, and click any order to view its full detail, attached invoice and line items.

The Orders table listing inbound and outbound orders with placed/arrival dates, type, status and supplier.
The Orders list, showing inbound (Receiving) and outbound (Sending) orders, with status and supplier at a glance.

Reorder suggestions

Reorder suggestions at the top of the Orders section lists the items whose Stock plus Receiving is at or below their reorder point (or their warning level when no reorder point is set), with a suggested quantity. Create draft receiving orders makes one draft per supplier, which you can change before you place it. See the Suppliers guide for preferred suppliers.

Tips

  • Fill in Arrives on so you can see what’s due and when.
  • Attach the invoice file and reference number to keep cost and provenance next to the stock.
  • Add the Shipment tracking link so anyone on the team can check delivery status in one click.
Related: Orders overview, receiving stock, and automating reorders.

Other sections: Inventory · Assemblies · Inventory Snapshots · Team

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