What you’ll learn
How CRIBWISE routes items into purchase orders, service orders, service lists and transfer lists – and the simple rule behind which one an item ends up on.
The system supports two flows: buying new items from vendors, and sending items from production for service or calibration. Both work by adding items to orders and lists, each with its own lifecycle.
Orders and lists at a glance
| Type | What it holds | Sent to |
| Purchase order | New items to be purchased from a vendor, internal or external. | The vendor, as PDF, Excel or XML. |
| Service order | Items from production to be serviced by an external vendor. | The vendor, as PDF, Excel or XML. |
| Service list | Items from production to be serviced by an internal vendor. | Nobody – it is handled internally. |
| Transfer list | New items to be transferred from a central stock to a device in a satellite stock. | Nobody – it is handled internally. |
In short: internal operations use lists – service and transfer. External operations use orders – purchase and service.
Which one an item ends up on
Orders and lists are created manually or automatically by scheduled scripts. When an automated task’s rules are fulfilled, the item is routed by these rules:
- To be purchased, and the device is in a normal or central stock – the item goes on a purchase order to its vendor.
- To be purchased, and the device is in a satellite stock – the item goes on a transfer list, to come from central stock.
- To be serviced, and the service vendor is external – the item goes on a service order.
- To be serviced, and the service vendor is internal – the item goes on a service list.
Common confusion
| People often think… | But actually… |
| Everything that needs buying becomes a purchase order. | In a satellite stock it becomes a transfer list from central stock instead. |
| Service always means a service order. | An internal service vendor gets a service list, which needs no integration settings. |
| Orders and lists only come from scripts. | They can also be created manually. |
| Lists are sent somewhere. | Only orders are sent to a vendor. Lists are internal. |
Take action
Want this to run by itself? Set up the rules in purchase order scripts or custom scheduled scripts.
Related articles
- Understanding purchase order scripts: automated reorder rules – the rules that fill a purchase order.
- Custom scheduled scripts: flexible rules for automated ordering – freely defined rules and schedules.
- Understanding service lists – the internal service flow in detail.
- Understanding service scripts: automated calibration checks – how items reach a service order.
- How to pick items for a service order – getting the items out of the device.