Last updated on August 15th, 2023
To create a new purchase order:
The low stock re-order function uses the settings on each individual stock item to determine whether or not an order is required for each stock item. This process will raise one or more purchase orders (i.e. orders for one or more suppliers) in the one convenient action.
For your items to be included in this type of order, you will need to firstly have set up the stock levels for each inventory item. Refer to Create a New Inventory Item for more information on these levels.
This function will only work for tracked items, it will not order untracked items, as there is no stock count for these items by design.
To create a low stock order, choose option 1 from the modal (refer to the section at the top of this page for how to navigate to this modal):
Tip: from the inventory list page, you get a view to see the status of your items. Use the filters as indicated in the image below to show the stock order levels, stock on hand, and on order levels. Your low stock re-orders will use this information when deciding which items require ordering.
Note: For these items without a supplier, you will firstly need to click on the “change supplier” button for each line item and allocate a new supplier for this item to be eligible for ordering.
Tip: take a moment to set up all your delivery addresses in the organisation settings speed up the process of creating new orders.
Your order(s) will be generated and you’ll be navigated to the Purchase Order list page, where you’ll see the order(s) in the “Awaiting Shipment” list:
To order any item from your inventory list at any time, start by choosing option 1 from the modal (refer to the section at the top of this page for how to navigate to this modal):
This function will add items to the purchase order that are required on job(s).
Note: when the items are loaded for this order type, the system will firstly check if existing stock items have been reserved for the job. The system will order the difference between the quantity required for the job(s) and the stock that’s already reserved for the job(s).
The suggested workflow for ordering for jobs is as follows:
You can then follow the same instructions as listed above in the Low Stock Re-order section to complete the order.
If you’d like to create purchase orders which fulfil the requirements of low stock re-order, and job requirements, all in one, this is also possible in Gojee.
As can be seen in the image above, this order is going to combine the requirements for stock and two jobs all in the one for the item ceiling fan. You can then follow the same instructions as listed above in the sections above for Low Stock Re-order and Job Stock Orders and complete the order.