Orders

The Orders feature enables engineers to plan and order parts, seamlessly integrating with Boltline's inventory planning and the organization's ERP system. It supports two types of orders: Purchase Orders and Retail Orders.

Create a New Order

• Navigate to Orders in the Boltline navigation bar.

• Click New Order in the top right corner of the window.

• The Start a New Order dialog box is displayed.

  

• Type in a descriptive title for the order.

• Select Retail Order or Purchase Order.

• Attach any files (schematics, CAD drawings, etc.).

• Click Submit.

A new window opens for you to enter more details:

• Complete the fields in the Summary tab.

• Click Add Line Items to enter the items you are ordering.

• Once everything is complete, click Submit.

The inventory will now be visible in Boltline, marked as Planned.

Create a New Order with Alpha AI-Assisted Ordering

Boltline is testing an experimental AI-assisted order import. You can upload a document or screenshot with line items and Boltline will automagically enter your order details, create parts, and plan inventory for this order.

• Uploaded documents or screenshots are processed by AI to extract relevant order information.
• We recommend not uploading sensitive, confidential, or proprietary information during the testing phase.
• By using this feature, you acknowledge and accept the potential risks associated with testing an AI-powered tool and understand that the results may not be fully accurate or reliable at this stage.

Review your results!

Please review the generated order details thoroughly and report any issues or discrepancies to help improve the system.