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Kanban

icon picker
Ordering

Instructions

As you scan Kanbans and add items to the cart, they’ll appear in the
Shopping Cart
⁠
table below. When you’re ready to order, click the “Create Tasks” button above the table. This will create a task to email each supplier, generating the body of the email from the template
@Reordering Template
⁠
and substituting variables like ORDERITEMS and MYCOMPANY with the correct values. This button will only generate one email per vendor with a request to order each of the items in your cart that you need from that vendor. Once you’ve created your tasks to reorder your items, collapse the
Shopping Cart
⁠
table and move on to the
Reorder Tasks
⁠
table.
To ensure consistency, the names of your supplies are procedurally generated from the item’s Specifications, Color, Brand, Supply Type, and Description. To edit these, hover over the name of the supply and click the blue text that appears to bring up the item's detail view.
You can set these tasks to be created and emails to go out automatically by setting a value in “Reorder Urgency”. If you push the
⁠
gear icon in the upper-right-hand corner of the screen and select “Automations” you’ll see that tasks are created for EOD items every weekyday at 4:00 PST and for EOW items every Thursday at 4:00. Every day at 5:00, any email tasks that haven’t been completed will be sent.

Shopping Cart
Create Tasks
⁠
⁠

This table is a view of your
Master Supplies
⁠
table that only shows items that have a “To Be Ordered” quantity that’s greater than zero. Removing an item from the cart simply resets the “To Be Ordered’ quantity to zero.
External Suppliers
i
Primary Contact
i
Item
i
To Be Ordered
External Reorder Mechanism
i
Reorder Urgency
i
Tasks
Remove From Cart
Create Restock Tasks
Cart Duration
John Howard Company
3
5
3/4” Black Nylon Webbing 17337
8
Send Email
Weekly
E: Reorder 8 3/4” Black Nylon Webbing 17337, 1” Black Nylon Webbing , 3/4” Coyote Nylon Webbing 1/11
Remove
Restock
328 days 21 hrs
5
1” Black Nylon Webbing
3
Send Email
End of Day
E: Reorder 8 3/4” Black Nylon Webbing 17337, 1” Black Nylon Webbing , 3/4” Coyote Nylon Webbing 1/11
Remove
Restock
328 days 21 hrs
5
3/4” Coyote Nylon Webbing
3
Send Email
End of Day
E: Reorder 8 3/4” Black Nylon Webbing 17337, 1” Black Nylon Webbing , 3/4” Coyote Nylon Webbing 1/11
Remove
Restock
328 days 21 hrs
Amazon
1
Small Black Strap Bands
2000
Order Online
End of Day
O: Reorder 2000 Small Black Strap Bands 1/9
Remove
Restock
328 days 21 hrs
Lichen Precision
1
Lichen Test
24
Order Online
​
O: Reorder 24 Lichen Test 1/11
Remove
Restock
328 days 21 hrs
Enron
1
60
Duct Tape Rolls
40
Send Email
End of Day
E: Reorder 40 Duct Tape Rolls 1/9
Remove
Restock
328 days 21 hrs
⁠

Tasks

Here, you’ll have the opportunity to review emails before they go out, open links for items that you have to order online, or just be reminded to move stuff around in the shop. Depending on the task type, the button at the bottom will either send an email, or just mark the task as complete, which will create a log of the order and reset the “To Be Ordered” quantity to zero, which will take the item out of the shopping cart table. If you’ve been following the
Make Your First Kanban in 1 Minute
⁠
walkthrough, the next place to go is the
Kanban
⁠
page.
Search
O: Reorder 9 1/4” End Mill , 1/4” Finisher #4, 1/8” Tool #2 1/9
1/9
O: Reorder 6 1/4” End Mill , 1/4” Finisher #4, 1/8” Tool #2 1/9
1/9
O: Reorder 2000 Small Black Strap Bands 1/9
1/9
E: Reorder 40 Duct Tape Rolls 1/9
1/9
E: Reorder 8 3/4” Black Nylon Webbing 17337, 1” Black Nylon Webbing , 3/4” Coyote Nylon Webbing 1/11
1/11
O: Reorder 8 1/4” End Mill , 1/4” Finisher #4, 1/8” Tool #2 1/11
1/11
O: Reorder 24 Lichen Test 1/11
1/11
O: Reorder 9 1/4” End Mill , 1/4” Finisher #4, 1/8” Tool #2 1/9
Supplies
1/4” End Mill
1/4” Finisher #4
1/8” Tool #2
Order Quantity
9
Company
Mari Tool
Type
Order
Owner
Kyle Henson
Link
Due Date
1/9
Subject Line
Recipient
3
Recipient Email
CC Email Address
Body
Hello Sam,
I would like to order the following items:
Qty: 9 1/4” End Mill
Taxable: false
Qty: 6 1/4” Finisher #4 1021-.250-.750-.008 zrh
Taxable: true
Qty: 8 1/8” Tool #2
Taxable: true


Deliver to:
Austere Manufacturing
28350 State Highway 104 NE
Kingston, WA 98346

Best,
Kyle Henson

Complete Task
Show hidden columns
⁠


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