A Supply is a provision or piece of equipment needed in the production of items/products.
Examples of supplies: ink, coil binding, grommets, banner stands, shrink wrap, etc.
Adding Supplies
Step Action
1. Select {Add} under Supplies. An Add Supplies modal will open.
2. Select supplies by checking boxes on the left-hand side. Check box above
Name column under supplies section to select all supplies.
3. Select {Add}. The added supplies will now appear under Supplies section.
Once the supplies have been added, the purchase order can be printed or emailed. (For more information, see PO - Emailing and Printing a PO). Emailing the PO will automatically update the PO status to Sent.
Editing Supplies
Step Action
1. Hover mouse over Supplies entry to be edited and select the pencil icon that appears
on the right-hand side of the entry. An Edit Supplies modal will open.
2. Make the required changes.
3. Select {Save}.
Receiving Supplies
Step Action
1. Select {Received} under Supplies. A New Received Record modal window will open.
2. Enter value for each Received Record.
3. Select {Add}.
Deleting Supplies
Step Action
1. Select entries under Supplies to be removed by checking boxes on the left-hand side. All
entries can be removed by checking box to left of {Add} under Supplies.
Note: Supplies can only be deleted if items have not been received.
2. Select {Delete}. A window will pop-up to confirm selected items to be
deleted.
3. Select {OK} to delete selected items. A results window will pop-up to indicate the selected
PO Items successfully deleted.