Supply Only orders need to be updated directly from Unit View, as some functions are not available in the Admin area. This ensures that deliveries are tracked accurately and orders are kept up to date.
Follow the steps below to update a Supply Only order:
Open the order from the Unit View.
If all parts have been delivered, click Received.
If only some items have arrived, click Part Delivery.
When you record a delivery, 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 then progress.
Supply-only orders have limited editing permissions, and what can be updated depends on the user type. These orders can only be fully edited by Head Office users, and only before the order is authorised. After authorisation, no further changes can be made by contractors or unit managers.
Contractors cannot make any edits to supply-only orders. Their only action is to confirm when the items have been dispatched.
Unit managers cannot amend the order details. However, they can confirm receipt of the goods. If the quantity delivered is different from what was ordered, they can update the quantity received when marking the order as received.