Orders

Orders tracks every material for every project: what to order, what's ordered, what arrived and what's on the job site. This video covers order lists, entering and receiving orders, pick-ups and deliveries, and suppliers.

Projects

Open Production, then Orders. The Projects tab lists each project with its materials, how many are on site, what it needs and the next ETA. In Filter and sort, pick things like Something to order or Unpaid. Click a row to see its orders, or the project's name to open its order list.

The order list

A new order list is empty. Click Pull the quote's order list to bring in the materials from the signed quote, or start from a Kitchen, Bathroom or Basic list. Add lines at the bottom with a material, a supplier and a cost. Each line has a button for its next step, like Mark ordered or Delivered to site.

Entering an order

Placed an order? Click Enter an order. Pick the project, then add what it is, the supplier, the order number, the dates, the cost and whether it's paid. Only a card's last four digits are kept. Choose how it gets here: We pick it up, Delivered to our location, or Delivered to the job site. Click Save as ordered.

Read it with AI

Have the supplier's confirmation? Click Attach the confirmation, add the PDF or a photo of the receipt, and click Read it with AI. The form fills itself with the supplier, the order number, the items and the totals. Check it, then save.

Orders placed

Orders placed lists every order as a table, or By status as a board. Group them by project, supplier or status, and filter for what's past due or unpaid. Click an order to check in what arrived.

Receiving

When a delivery comes, click Receive an order. Type the order number, a supplier or a client, or choose Photo the slip and photograph every page. Click Read the slip, and ECHOPS matches it to the order and counts each item. Fix the counts, mark anything damaged, and click Confirm what arrived. Whatever didn't come stays open.

Pick-ups and deliveries

Pick-ups and deliveries splits what's on the move into Pick up from the supplier, Arriving at our location, and Deliveries to the job site. Click Picked up or It arrived as things come in. At the site, click Delivered and add a Proof photo. The deal's chat hears when materials arrive, never the cost.

Suppliers

Suppliers is your supplier book. Click Add a supplier for the rep, phone, lead time, account number, ordering portal and branches, each with its nearest location. Owners and admins can click Import suppliers to bring a list in from a spreadsheet.

A line's details

Back on an order list, click a line to change it, count items in, or attach the confirmation and receipts. Hand-off list prints the whole list for the job.

Enter each order on the day you place it, so the project's order list always matches what's really on its way to you. Next: Labor.