QUICK STEPS
Trigger:
When a sales rep marks material ready to order on a work order, a red bell notification alerts the purchasing team.
Click the red bell, then Take Action to jump straight to that work order.
Method 1 — Order directly from the work order (best for one-off jobs):
Find the product line and click the shopping cart.
Change the status to Ordered.
Enter the order number, ship-to location, comments, and attach any files (e.g., a receipt).
Skip the bill information section for now — just focus on order information.
Click Print/Send Order Information to generate the PO.
Print it, or send by email (vendor email auto-populates if set up in vendor settings).
Method 2 — Order by product (best when ordering material for multiple jobs at once):
Go to Order Material → Order by Product.
Use the filter to see each product needed per work order (e.g., status "New").
Click the shopping cart next to a product to open the order form.
Change the status to Ordered and complete the order.
TIPS: 💡 Order by Product is a better long-term habit if one person handles all purchasing — it gives a single view of everything awaiting purchase so nothing slips through the cracks.
Remember: Use the work order method for quick, one-off ordering; use order-by-product when you need a consolidated purchasing view across multiple jobs.