To place an order for raw materials or components, select the Inventory module under Inventory from the horizontal menu. This module displays all of the SKUs in your system.

Find the material you want to order in the list. To search for a material by SKU or Name, click the Search icon next to the respective column heading. Then, under the Actions column, click Order.

Next, select the date of the order by typing the date into the Date field, or by clicking the date on the calendar dropdown. This is a required field, as denoted by the red asterisk. Then, if desired, enter the Expected Arrival Date. This is an optional field.

Type the amount into Amount Ordered field, and specify the unit of measure by selecting it from the dropdown list. Enter the cost in the Cost Per Unit field.

Next, choose a supplier by clicking into the Supplier field, which opens a window where you can select the desired supplier. Click on the supplier name, then click Select.

Enter the part number in the Vendor Part # field (this field is optional).

Add any additional information about the order in the Order for or Order Notes fields. Add any additional documents or forms by clicking + Upload in the Order Form field.

To automatically email a purchase order to the selected supplier, switch on the toggle by Send Email to Supplier. To copy yourself on this email, switch on the toggle by Copy on Email.

Click Save to complete the order.

Click Cancel to cancel the order and delete all the entered information.