Inventory orders allow you to stock equipment with Firstbase, ensuring you have enough items available for your upcoming needs, such as new hires, upgrades, or replacements. Follow the steps below to place an inventory order.
Step 1: Log In to Firstbase
- Log in to your Firstbase account.
- Navigate to Menu > Asset Management > Inventory Orders.
Step 2: Start a New Inventory Order
- In the top-right corner of the Inventory Orders page, click on "Place Inventory Order".
- Fill out the required fields:
- Product: Select the item you want to stock.
- Quantity: Enter the number of units you wish to order.
- Warehouse: Choose the warehouse where the inventory will be held.
- Once all fields are completed, click Continue.
Step 3: Confirm Your Order
- Review the order details to ensure everything is correct.
- If everything looks good, click "Yes, confirm order" to finalize the order.
Step 4: Track Your Order
- After placing the order, you can view it in Menu > Asset Management > Inventory Orders.
- From this section, you can:
- Check the Status of your order.
- View the Expected Ship Date.
Understanding: Inventory Order Statuses
-
Ordered
The order has been placed into the platform. -
Processing
The ordering process has started with the supplier. Once an expected ship date is available, the order is confirmed with the supplier. -
Shipped
The order has been shipped by the supplier to the requested warehouse. -
Completed
The order has been received at the warehouse and is ready to be dispatched from the platform. -
Cancelled
The order has been cancelled.
By using the inventory ordering feature in Firstbase, you can stay ahead of your equipment needs and ensure your employees have the tools they need without delays. For additional support, contact Firstbase Support or visit our Help Center.