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Status and supplier order

Roxxane Spruyt avatar
Written by Roxxane Spruyt
Updated over a year ago

There are four different statuses when it comes to supplier orders:

  1. Open:

    • Description: When a supplier order is created, it starts in the "Open" status.

    • Meaning: An open supplier order indicates that it has been created but has not yet been sent to the supplier.

    • Actions Possible: While in the open status, you can continue to edit details such as quantities, prices, and item selections. You can add or remove items as needed before finalizing and sending the order to the supplier.

  2. Submitted:

    • Description: The "Submitted" status indicates that the supplier order has been finalized and sent to the supplier.

    • Meaning: Once a supplier order is submitted, it means that it has been transmitted to the supplier, either through the system or manually by attaching a PDF to an external email.

    • Editing After Submission: You can still edit a supplier order after it has been submitted. Any changes made after submission will not automatically update the supplier. You will need to resend the updated version to the supplier if changes are made.

  3. Partially Delivered:

    • Description: If a supplier has partially fulfilled your order, the status will show as "Partially Delivered."

    • Meaning: This status indicates that the supplier has only delivered part of the items ordered. It shows that you are still awaiting the remainder of the stock from the supplier.

    • Further Action: Once you receive all items that were ordered from the supplier, the status will automatically change to "Delivered."

  4. Delivered:

    • Description: When the supplier has delivered all items as per the order, the status will change to "Delivered."

    • Meaning: The "Delivered" status indicates that all items in the supplier order have been received from the supplier.

    • Inventory Update: Upon marking as delivered, your inventory in the items module will be updated to reflect the received stock, making it available for use in job cards or other operations.

Understanding these statuses helps in effectively managing your supplier orders, ensuring that you have clear visibility into the progress of each order and the availability of stock for your operations.

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