Orders

“I need a second drill for the installation” — here, an order is the request to the storeroom, instead of an email or a shout down the hall: visible, open for comments, and after fulfillment the inventory shows who has the material now.

Included from the Pro plan — pricing.

At a glance

• Describe it freely or pick from the inventory — with delivery place and date.
• Clear responsibility — every order lands with the people responsible for orders, individually or as a team.
• Questions in the right place — comments with @-mentions right on the order.
• Fulfill by scan — scan items at the shelf; on completion they are assigned to the recipient.
• Always in the picture — the person who ordered sees the status under “Opened by me” and is notified on completion.

Ordering something

1. “New order” — under “My tasks”, on the dashboard or in the mobile app under “Tasks”. Describe what you need, or pick specific items.

2. Deliver to (yourself, another person or a location) and Needed by (prefilled with the next working day).

3. “Place order”. The people responsible for orders are notified.

As long as the order is open, you can change or cancel it.

Fulfilling

People responsible for orders see all orders in one table, sorted by status and “Needed by”, with filters for All · Mine · My team, status and date.

1. Open the order and pick the items under “Fulfillment”: search, browse or scan. For quantity items you pick amount and storeroom; the amount is reserved for the order. In the mobile app you scan right at the shelf.

   

2. “Fulfill order”: all items are assigned to the recipient, with an entry in the history. Pure free-text orders (“10 whiteboard markers”) are closed the same way. Or “Reject”, with a short reason.

3. The person who ordered is notified.

Owners set who is responsible for orders under Settings → Order settings — more under Who gets which work?. Requested and reserved items are marked everywhere, so nobody checks them out elsewhere by mistake.