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Service · How to

Raise A Supply Order

Published documentation for BMS Cloud.

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Raise a supply order for an asset

Toner and other consumables are ordered against the machine that will consume them, so a supply order starts from the asset — not from a supplies screen.

Before you start

You need the asset. If you have the serial number, search Service → Assets; if you are already in a job, the serial in Asset Details links straight to it.

The asset's Supplies Agent is who the order belongs to. It is set on the asset and can differ from the Service Agent, so check it before ordering for someone else's machine.

Steps

  1. Open the asset and select the Orders tab. This lists every supply order raised against this machine, newest first.
  2. Check the history before raising anything. The Due date and Supplies columns show what was last sent and when — a machine that received four cartridges last month probably does not need them again.
  3. Click New Supply Order.
  4. Complete the order and save it.

Then it leaves Service

Once raised, a supply order is handled in Stock, not here. The asset's Orders tab remains the record of what was ordered for this machine and how each order ended up, but picking, despatch and completion happen on the Stock side.

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