Supply only orders must be updated from Unit View, as some functions are not available in the Admin area. This ensures deliveries are tracked accurately, and orders are kept up to date.
Record a delivery
Mark items as received or part delivered once goods arrive.
From Unit View, open the relevant supply-only order.
If all parts have been delivered, click Received.
If only some items have arrived, click Part Delivery.
When a delivery is recorded, a note is automatically added to the order with the update.
📌 Note: If you record a part delivery, the order will remain in its current status until all parts are received. Once the remaining items are marked as received, the order will progress.rd a delivery, a note is automatically added to the order with the update.
Editing permissions by user type
What can be edited on a supply-only order depends on the user type and whether the order has been authorised.
Head Office users are the only ones who can fully edit a supply-only order, and only before it has been authorised. Once authorised, no further changes can be made.
Unit managers cannot amend the order details, but can confirm receipt of goods. If the quantity delivered differs from what was ordered, they can update the quantity received when marking the order as received.
Contractors cannot edit supply-only orders. Their only action is to confirm when items have been dispatched.