The Place Order workflow in Matrak is a robust tool designed to enhance the management and procurement of materials for your construction projects. Whether you need to source materials from a single project or use the multi-project view to procure across multiple projects, this workflow streamlines the process.
How to enable orders on your project:
Note: To enable orders on a project you need to be an administrator on the project. If you'd like to enable orders on the project you're working on, reach out to your project administrator.
Step one: Navigate to project settings
Navigate to the 'Project Settings' button on the button of your left navigation panel.
Step two: Click to enable orders
Click on the 'Orders' tab
Step two: Submit to enable orders
Check the 'Orders enabled' box and then click the 'Submit' button to enable orders for the current project.
Important Note: To facilitate order placement across various projects, it's crucial to have project administrators enable the "Orders" feature within their project settings. Once this setting is activated, administrators gain access to the orders page, allowing them to manage incoming orders efficiently.
You will now see an 'Orders' tab in your left hand navigation bar, this is where you can manage all of your draft, pending approval, approved, rejected and completed orders.
Please note: For large projects enabling orders may take a few minutes to create and organise the appropriate data and sheets.