Procurement tracking
Track each final selection from quote to installation with a status, order number, tracking, lead time and delivery dates.
Once a product is decided, the work shifts to getting it ordered, shipped and installed. Procurement tracking keeps that status on each final selection, so you can see at a glance what is still to order, what is backordered and what has arrived, room by room.
You set procurement details on the product: choose Edit product on its product page and fill in the Procurement part of the form. Final selections also show a status control at the top of the product page's side panel, so you can change the status in one click.
Procurement statuses (Not Ordered → Installed, Returned, Backordered, Cancelled)
Every product has one of nine statuses:
- Not Ordered: decided, not yet ordered.
- Quoted: you have a vendor quote.
- Ordered: the order is placed.
- Shipped: on its way.
- Delivered: arrived.
- Installed: in place.
- Returned, Backordered or Cancelled: for orders that went off track.
On the room's Final selection view, the procurement status filter shows how many products are in each status. See filters.
Order number, tracking, lead time and delivery dates
The Procurement part of the product form holds:
- Status
- Order number
- Order date
- Est. delivery
- Tracking number
- Lead time, in weeks
- Procurement notes, for ordering, shipping or installation details
Once the status moves past Not Ordered or any detail is filled in, a final selection's product page shows a Procurement & receiving card with the order details.
Record the lead time as soon as you have the quote. It helps you set your client's expectations before they approve.
Limits
- Lead time is entered in weeks.
- The Procurement & receiving card shows only for final selections with at least one procurement detail.
- The procurement status filter shows only in the room's Final selection view.
Questions
How do I change a status quickly?
Open the product. On a final selection, the status control sits at the top of the side panel, so you can change it without opening the edit form.
Where do I see every order in a room at once?
Open the room's Final selection view and filter by procurement status, or export the list from More product actions.