Inventory & Orders 4 min read
Supply Orders
Create and track orders for inventory. Mark items as ordered and received.
What Are Supply Orders?
They track the lifecycle of ordering supplies:
Pending → Ordered → Received
Creating an Order
Automatic (from low inventory)
When stock drops below the reorder point, an order is auto-created.
Manual
- Go to Orders in the sidebar
- Click New Order
- Select the inventory item
- Enter quantity to order
Order Lifecycle
- Pending — Need to place this order
- Ordered — You've ordered from the supplier
- Received — Items have arrived
Marking as Ordered
- Find the pending order
- Click Mark Ordered
- Optionally add PO number or notes
Receiving an Order
When supplies arrive:
- Find the order marked "Ordered"
- Click Mark Received
- Inventory automatically updates!
The quantity from the order is added to your inventory.
How It Connects
Microfiber Towels: 5 remaining (below threshold of 10) ↓ Supply Order created: "Order 25 towels" ↓ You order from supplier ↓ Mark as Ordered ↓ Shipment arrives ↓ Mark as Received ↓ Towels inventory: 5 + 25 = 30
Dashboard KPIs
The Orders page shows three key metrics at the top:
| KPI | What It Shows | Color Code |
|---|---|---|
| **Total Orders** | All orders for this location | — |
| **Pending** | Orders not yet received | — |
| **Avg. Fulfillment** | Average days from order to receipt (last 90 days) | Green ≤3d, Orange >7d |
The Avg. Fulfillment metric helps you track supplier reliability. If it's increasing, consider finding faster suppliers.
Note: Shows "No data yet" when no orders have been received in the last 90 days.
Section Controls
When two or more order sections have items, you can use:
- Expand All — opens all visible sections
- Collapse All — collapses all visible sections
This makes it faster to review large order lists.
Tip
Check pending orders every morning. Place orders before stock runs out.