This article explains what each status means on the Purchasing tab (seen below) of a project for Stock users and non-Stock users.

This item has not been ordered on a Purchase Order that's been generated.

This item was in a STATUS of "Not Ordered", but you clicked Mark Ready to Order to indicate that the item is ready to be ordered.

This item has been ordered on a Purchase Order that's been generated.

This item has been partially ordered by clicking Edit Notes and Quantities, reducing the quantity in the ORDER QTY column, clicking Save, then generating a Purchase Order.

For example, it will note "1/3 Ordered" if the Builder tab of the project has a quantity of 3 of this item (which refers to the PROJECT QTY column on the Purchasing tab), but you edited the ORDER QTY column on the Purchasing tab, reducing it to 1.

This item was fully ordered on a Purchase Order, but that Purchase Order was only partially received in Stock (by reducing the item quantity when receiving the item in Stock).

This item was on a Purchase Order, and that Purchase Order was received in Stock.

This item was on a Purchase Order (so the item had a STATUS of "Ordered [Date]") and then you clicked Mark Received on the Purchasing tab of the project.

For Stock users, this means an item was selected on the Purchasing tab, then Pull from Stock was clicked.

For non-Stock users, this means an item was selected on the Purchasing tab, then Mark In Stock was clicked.

This means you selected an item on the Purchasing tab, and clicked Pull from Stock, but there was less available inventory in Stock then what was needed for the project.

For example, it will note "1/2 Pulled from Stock" if the Builder tab of the project has a quantity of 2 of this item (which is the PROJECT QTY column on the Purchasing tab), but you only had 1 available of this item in Stock, so when you clicked Pull from Stock, it pulled (i.e., allocated) the last 1 available item into the project.

The item was partially Pulled from Stock, and the remainder of the items were ordered on a Purchase Order.

For example, there are 4 Items needed for the Project (PROJECT QTY), but there is only 1 of this item available in Stock. A Pull from Stock was done for 1 item, and then remaining 3 items were ordered on a Purchase Order.

The item was partially Pulled from Stock, and the remainder of the items were received on a Purchase Order.

For example, there are 5 items needed for the Project (PROJECT QTY), and there are 2 of this item available in Stock. A Pull from Stock was done for those 2 items, a Purchase Order was generated for the remaining 3 items, and that Purchase Order (for 3 items) was received in full in Stock.

The item was partially Pulled from Stock, the remainder of the items were ordered on a Purchase Order, and the Purchase Order was partially received in Stock.

For example, there are 6 items needed for the Project (PROJECT QTY), and there are 2 of this item available in Stock. A Pull from Stock was done for those 2 items, a Purchase Order was generated for the remaining 4 items, and then only 3 of those 4 items from the Purchase Order were received in Stock.

We hope this helps! Please reach out to us in support chat if you have any questions 🙂