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Ordering and Provisioning
Ordering and Provisioning

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

MCR
By Michaela and 3 others4 authors15 articles
How to configure Check Types
How to use the Delivery Manager

Purchase orders


How to put a purchase order into query
Creating a purchase order
Makings payments to a purchase order
How to amend or cancel a Purchase Order

Asset management


Booking in stock
Converting order items into customer assets
Tracking product warranty expiry dates
Linking product assets to an opportunity

Stock


Booking out stock
Allocating stock to a sales order
How to Return a Stock Item
Using Minimum Stock levels to maintain a reserve
Moving stock between warehouses and sub-companies
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