Ordering and Provisioning

A collection of articles about purchase orders, stock movements, asset conversion and related topics.

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10 articles in this collection
Written by Raymond Carrel, Caroline Livingstone, and Michaela Gormanova

How to configure Check Types

Written by Michaela Gormanova
Updated over a week ago

How to use the Delivery Manager

Using Delivery Manager and details of its settings and options

Written by Caroline Livingstone
Updated over a week ago

Purchase orders

How to put a purchase order into query

Purchase orders can be marked as "in query"

Written by Michaela Gormanova
Updated over a week ago

Creating a purchase order

Information on creating a purchase order

Written by Raymond Carrel
Updated over a week ago

Makings payments to a purchase order

Payments can be made against an individual purchase order, or in bulk

Written by Michaela Gormanova
Updated over a week ago

Asset management

Booking in stock

How to book in stock, including information on stock movements, linking purchase orders, allocation to sales order, and bulk booking.

Written by Raymond Carrel
Updated over a week ago

Converting order items into customer assets

How to turn sales order items into new or existing customer assets

Written by Raymond Carrel
Updated over a week ago

Stock

Booking out stock

Booking out stock individually or in bulk, using stock movements

Written by Raymond Carrel
Updated over a week ago

Allocating stock to a sales order

You can use the Stock menu on a sales order to quickly check stock levels and allocate to the order

Written by Raymond Carrel
Updated over a week ago

How to Return a Stock Item

Instructions on how to return a stock item within the Layer system.

Written by Caroline Livingstone
Updated over a week ago