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How to Create an Inventory Order?
How to Create an Inventory Order?
Updated over 2 months ago

Overview

An end-user can request items from the inventory by creating an inventory order. Once the order is approved, it can be released by an inventory clerk.


​Prerequisites

  • Ensure you have permission to create inventory orders.

Step-by-Step Instructions

  1. Create a New Order:

    • Start by creating a new order.

    • Click on the "Add Line Items" button to begin adding items to your order.

  2. Add Line Items:

    • Choose the items from the catalog by selecting the "Add from Catalog" option.

    • Click on "Order from Inventory" to include the selected items in your order.

  3. Create the Inventory Order:

    • Complete the process similarly to creating a regular vendor order, filling all the required fields for order creation.

  4. Approval and Release:

    • Once your inventory order is approved, it will be listed under the "Release" tab within the inventory module.

    • An authorized person can then release the items against the order.

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