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Procurement

Tracking deliveries, item by item

Every item on an order is tracked on its own, from shipped to arrived.

Written By Julia M.

Overview

Every item on a purchase order is tracked on its own. An order that ships in pieces says how many have shipped.

Watch it: the Finances lesson in Campus, step 6, “Order and track”, chapter 4, “Deliveries, item by item” (starts at 1:12).

Steps

  1. Open the purchase order’s side panel in Finances › Procurement › Purchase orders.

  2. Under Deliveries, see what has shipped and when, and what is still to come.

  3. Click Mark items shipped or Record what arrived as things move.

A purchase order’s deliveries: shipped in pieces, with Mark items shipped and Record what arrived

Good to know

  • An item that ships after it is needed is flagged in amber.

  • The Library shows the same dates on each product.

Each item’s ship date, with a late one flagged in amber

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