Operations Order Management - View Inventory Levels When Changing Order Item Warehouse

1. Navigate to "Orders" section

   When adding an item to an order or cash quote in the Operations Portal, users can utilize the “Location” field to select the warehouse they want to order the item(s) from. This will give users more insight into the inventory before ordering so they can confidently choose a warehouse with adequate stock. Navigate to "Orders" section.

   

2. Select "Orders"

   Then, select "Orders". In order to access "Orders" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "orderView", orderEdit", "productEdit", and "productView". Adding "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.

   

3. Search for the order

   Type in an order number in the field to search.

   

4. Click on the more details icon

   Click on the more details icon to view the order details.

   

5. Click "Items"

   Click the "Items" tab.

   

6. Click on the "Show/Hide Columns" icon

   Click on the "Show/Hide Columns" icon.

   

7. Select "Location"

   Select the "Location" by checking on the box to view the column in the grid.

   

8. Scroll to the right to view the "Location" column

   If you can't see the added column, simply scroll to the right of the grid to locate the column that has just been added.

   

9. Double-click the item's "Location" cell

   Double-click the item's "Location" cell to see the inventory for that warehouse.

   

10. Clear the value to view the inventory of other warehouses

    Clear the value to view the inventory of other warehouses.

    

11. Select another warehouse to update

    If the warehouse is out of stock for that item, select another warehouse with available stock to update.

    

12. The warehouse has been successfully updated for that item

    The warehouse has been successfully updated for that item.