How to Order Non-Inventory Products
Learn how to send a non-inventory purchase order to your vendors.
In this article, you'll learn how to order non-inventory or special order products from an invoice.
Step 1: Identify non-inventory products. These are easily recognizable by the stacked box icons on the left side of the line item.
Step 2: Navigate to the shopping cart.
Step 3: Click on the shopping cart.
Step 4: Choose the options 'Print', 'Send Order', and then 'Send Email'.
Step 5: This action sends an email to your vendors to order the materials.
Step 6: After sending your order,
Step 7: Mark your products as ordered.
Step 8: Input an order number if you have one, or a placeholder.
Step 9: Click 'Save'.
Step 10: Confirm your order. You'll know your purchase order went through by the envelope icon on the work order.