How to Enter Order and Tracking Info

What this covers

Quick walkthrough

Procurement fields only open after a choice is finalized. That keeps ordering tied to approved selections instead of guesses.

1. Open a finalized decision and find the selected option.
2. Scroll to the Procurement & delivery section.
3. Set the order status and turn on Ordered when the item has been placed.
4. Fill in fields like Ordered on, Ordered by, Order #, Ordered cost, Ship to, Carrier, Tracking #, ETA, and Received on as needed.
5. Save the decision so the team sees the latest ordering status.

Good to know

Important details

• The detailed logistics fields only appear after Ordered, Shipped, or Received are turned on.
• This is one of the best ways to keep the job site aligned without extra spreadsheet tracking.