Find stock, orders and suppliers
The summary separates Stocked items, Allocated units, Incoming units and Need attention. Incoming units are on open purchase orders; they are not stock already received.
Set up purchasing
Use the header actions to add a supplier, add an inventory location and configure stock for catalogue products. The First-use setup notice identifies missing foundations. Creating a purchase order requires a supplier, destination location and products.Create a purchase order
- Select New purchase order.
- Choose the Supplier and Destination Location.
- Enter the expected date and supplier reference if known.
- Add product lines with quantity and Unit cost (AUD).
- Review tax treatment, any job allocation and notes.
- Review the order and select Create Purchase Order.
- Open it under Purchase Orders and check the saved lines.
Check material readiness
- Open the intended project/job.
- Read its confirmed BOM rather than a general package description.
- Check stock by the applicable product and location.
- Review reserved, available or incoming quantities where shown.
- Use only the stock/reservation actions actually enabled for your role.
- Confirm any shortfall with the person responsible for procurement and delivery.