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Inventory - Creating Inventory Orders

The Inventory Management node is a split view which contains the Orders Interface and Inventory Management table. The upper Inventory Management table acts as the report by which items are found, while the Orders Interface provides the ability to create orders of those items.

To create an Inventory order, follow these steps:

  1. Within the Orders Interface, click the Create Orders from All button to create an order from all results, or select the items to order from the Inventory Management table and click the Create Order from Selection button.
  2. From the Cost Matrix, select the vendor from which the order for the item will be placed. The preferred vendor for each item is marked with a star icon and will be selected by default. Highlight the correct vendor and click the Create Orders button to move the order to a Pending Status.
  3. Once the order has been created, the items will be divided amongst the vendors from which the orders are to be placed within the Pending sub-tab of the Orders Interface.
  4. Click the plus sign to add a new item to the order, or drag items from the Inventory Management table to an order. Items can also be moved to other orders by dragging an item from an order details table to another order in the orders list.
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