Cabinet order tracking from the purchase order to the last box delivered
The quote is approved, the deposit is in. Now the boxes have to be ordered right, arrive right, and be counted before the crew shows up. Cabinet Project keeps the order, the delivery and the claims on the same job as the quote, with the same box list.
The order to the manufacturer
When the customer approves the quote, the job gets an order. Its box list is the cabinet lines of that quote, frozen: nothing is re-read from the catalog or repriced after approval.
- Manufacturer and PO. If all boxes come from one manufacturer, it is filled in for you. You add your dealer PO number and the supplier's e-mail.
- PO as PDF or CSV. Both carry the same lines: line number, SKU, description, quantity, hinge and modifications such as a finished end, under your PO header.
- Status and ETA. An order is "not ordered yet" until you send it; the first status you set stamps the date it went out. You keep the status and the expected date current as the distributor confirms.
Projects show on a board with the status of the last order sent and how many claims are open or submitted, so you see which kitchens are waiting on boxes without opening each one.
The delivery check
Damage found after the crew opens the boxes is the expensive kind. The delivery check is made for the phone, at the truck or in the garage:
| Field | Values |
|---|---|
| Status | OK, missing, damaged or wrong item |
| Quantity with a problem | How many of that SKU |
| Photo | Taken on the phone, stored with the delivery |
| Note | Free text: where the damage is, what was received instead |
| Signature | Name and signature of who received the delivery |
Why the count at the door matters, and what to look for on each box, is in the delivery check and claims article.
Claims to the distributor
Every problem becomes a claim per SKU. The app writes the claim e-mail in English for the US distributor, with the PO, SKU, quantity, kind of problem, your note and a link to each photo. You edit it on screen and send it from your company's mailbox when one is set up. The claim then moves from open to submitted and, when the replacement arrives or credit is given, to resolved or closed. The address you used becomes the order's supplier e-mail if it was empty.
Where this sits in the job
- Before: the quote by SKU, often priced from the layout drawing, with hinge sides and finished ends that carry through to the PO.
- After: the install schedule, punch list and final invoice.
Limits worth knowing
- One order per approved quote. A quote that mixes manufacturers does not get a suggested manufacturer, and splitting it into several POs is not built yet.
- Quotes typed as free line items, not from the catalog, have no box list to check.
- No inventory of boxes in stock.
Orders, delivery checks and claims are on every paid plan. See the pricing table.
Questions
Does Cabinet Project send the order to the manufacturer electronically?
No. There is no direct ordering integration with manufacturers. The order goes out as a PO in PDF or CSV that you send the way you already do, usually by e-mail to the distributor, and you record the PO number, status and ETA in the app.
Is the claim e-mail sent automatically?
No. The app writes the claim e-mail with the PO, SKU, quantity, problem and photo links, you edit it, and it is sent only when you press send.