Tracking Units On Order

When an order is placed for a particular product, an organization can track these pending items using an Inventory On Order record. The system automatically aggregates the quantity currently on order and displays this amount in the Quantity On Order field in the top area of a Product's Inventory tab.

Follow these steps to track inventory that is on order:

1. Open the Products record.
2. Click the Inventory tab.
3. Click the On Order sub-tab.
4. Click the New button in the toolbar to open a new Inventory On Order record.
5. Enter the date on which the product was ordered in the Date Ordered field.
6. Enter the quantity ordered in the Quantity Ordered field.
7. Enter the date when the order is expected to arrive in the Date Expected field.
8. Enter the company with whom the order was placed in the Vendor field.
   • This field links to the Companies service.
     
     
9. Enter the location from which the order will ship in the Coming From field.
10. Enter the organization to which the order will be sent in the Warehouse field.
    • This field links to the Organizations service.
    • If your organization has created a separate Organizations record for each warehouse, enter the warehouse that will receive the shipment in this field. If your organization is tracking warehouses at the Inventory Locations level, enter the organization which is responsible for the order in this field instead. See Creating Inventory Locations Records for more information on inventory locations.
      
      
      
      
11. Click OK to save and close the record.
    • The Quantity On Order field on the product's Inventory tab updates automatically the next time you open the Product's record.
      
      
12. When the inventory is received, open the corresponding Inventory On Order record and add the following information: 
    • Date Received: The date that the order was actually received.
    • Quantity Received: The actual quantity received.
      
      
13. Click OK to close the Inventory On Order record.
    • The next time you open the Products record, the Quantity On Order amount will be reduced. Since the units are no longer on order, the units from the corresponding Inventory On Order record are deducted from the Quantity On Order field.
    • If an order is cancelled before units are received, open the corresponding Inventory On Order record and select the Cancelled field. The system removes the units associated with any cancelled orders from the Quantity On Order field.