Processing Orders - BOM Users

As a BOM Buyer you are completely responsible for ordering all aspects of your job (the only exception to this from the ordering stage is your Q-Plates Orders ).

All ordering for your job can be managed from the Job Management screen.

The Orders tab will show all the required purchase orders for the job, these will vary depending on the additional items in the job such as windows or insulation. The flowchart layout of these purchase orders displays where orders will be delivered to and consolidated.

Getting Started

Start by setting your Request Delivery date.

From the below pop-up, use the calendar to select or type in the desired delivery time frame for the job.

From here the system will work backwards to set delivery dates for each order based on the lead time for the supplier - these are the values pre-set in your supplier details.

With these dates set you can place all your purchase orders now and have your suppliers deliver based on the requested delivery dates.

You’re now ready to process your purchase orders. Simply click an order on this flowchart and the purchase order will open in a new tab.