Ready to Order Tab Overview

Overview

The Ready to Order tab is where parts live after they've cleared quoting but before they've been ordered. It's primarily the workspace for central parts teams and admins, but estimators and other users may also have access to certain actions depending on how your organization has configured permissions. From this tab you can place orders, adjust selections, request more quotes, and manage individual parts before they're sent to vendors.

Permissions and Roles

What you can do in the Ready to Order tab depends on two things: your role within PartBay and how your organization has configured user permissions.

Central parts users and admins have full access. They can change part selections, place orders, exclude or include parts, mark a file as a potential total, and take any other action available on the tab.

Estimators and other users have access that varies by organization. Some organizations allow every user to place orders, while others restrict ordering to designated users only. Even when ordering is allowed, changing selections may still be limited to central parts and admins. If an action is unavailable to you, the option will be disabled when you try to use it.

Order-Level Actions

These actions apply to the entire order or to all pending parts on it.

Place Order

Sends all pending parts to the vendor. Flagged parts are held back for manual review, unless you're central parts, an admin, or your organization has it configured so your position can place orders for flagged parts. If the file is currently marked as a quote only or potential total, you'll need to convert it first before the Place Order button becomes available. Please see the article📄 Converting a Quote Only or Potential Total into an Order for more info on that.

Export Selections

Pushes the currently selected pending parts back into the estimate with their part types, prices, and part numbers applied. This is useful when you want the estimate to reflect PartBay's selections without actually placing the order — for example, on quote-only files or when you want the customer to review the selections before committing.

Request More Quotes

Sends any pending parts back to the marketplaces to gather a fresh set of quotes. If five parts on an order have already been ordered and three are still pending, only those three will be re-quoted. Once the new quotes return, you'll see an updated set of options to choose from.

Part-Level Actions

You can also take action on individual parts from the three-dot menu next to each one.

Exclude a Part

Moves the part from Pending to Excluded. Excluded parts will not be ordered and are removed from the active selection set.

Re-Include a Part

Moves a previously excluded part back to Pending so it can be ordered. A part that has been manually excluded and re-included is marked to indicate it has been manually changed.