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How-toPeak Inventory

How does a recommendation become an order?

Through a purchasing plan. You select recommendations, optionally set a budget, check the quantities and approve the plan (owners and admins). Then you hand it over to purchasing and download it as CSV. Peak never orders on its own.

  1. Open ā€œPurchasingā€.
  2. Select the recommendations and create a purchasing plan.
  3. Check the quantities and approve the plan.
  4. Hand it over to purchasing and download the CSV.
  5. Record the confirmed order on the item as incoming stock.

Next step

Open purchasing

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