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WorkflowsAssign items to suppliers

Assign items to suppliers

When to use this

Use this guide once arrangements are priced and you need to turn the recipes into real supplier orders: who supplies what, in what quantities, and what it will cost.

Where it lives

Open the event’s Production view and switch to Orders. The layout has three parts: the To assign queue on the left, your order sheets per supplier in the middle, and a rail tracking planned spend against the recipe estimate.

The Orders view with the to-assign queue of stems, the order sheets explainer, and the ordering rail
Orders: every stem the recipes need on the left, order sheets and the money rail beside them.

Step-by-step walkthrough

Work the To assign queue

Every stem, good, and rental your recipes call for starts in the queue with its total quantity. Hover a row to assign it to a supplier, or select several rows and assign them in bulk. Partially assigned rows show how much is still left, such as 4 of 10 stems to assign.

Split and substitute where reality demands

If one supplier cannot cover a full quantity, split the line across suppliers. If the market forces a change, record a substitution so the order sheet and the event’s costs reflect what you are really buying.

Add suppliers as you go

New supplier on this job? Add them from the order sheets header without leaving the page. A supplier card stays on the order once it has at least one item assigned.

Download the order sheets

When a supplier’s sheet is ready, download it and send it with your order. Download all grabs every sheet at once.

Watch the money as you assign

The rail compares planned orders against the recipe estimate and shows the difference, plus the margin you would keep if you ordered exactly this plan. Assigning an item updates the numbers immediately.

Reconcile after delivery

When quantities change after assigning, or something arrives over or under, the attention card names exactly what needs review and offers the fix inline. Nothing nags when there is nothing to do.

What happens next

When everything is assigned, the queue collapses to a done state and the progress bar completes. From there, delivery week planning lives in the Week-of view.

The item counts you see agree everywhere: the Orders badge, the queue, and the rail all read from the same numbers. If a count hits zero, the badge simply disappears.

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