How to Submit a Supply or Equipment Order

Step 1: Access the Supervisor Portal

You can reach the portal in two ways:

• Scan the QR code 
• Click the link directly: https://app.pipefy.com/organizations/327776/interfaces/100925da-81cf-4e3d-aa54-dbf01311f802/pages/be052a4f-22d1-4a5c-8ae9-0b5954b2a484
• Save the link/QR code to your phone or print it for easy access

Once you are in the supervisor portal, scroll down to Inventory Management & Supply Ordering and tap it.

Step 2: Complete the Basic Order Details

Your Name

Enter your full name.

Customer / Location

Select the customer or location where the supplies will be delivered.

• Each customer has a designated ship to address already preloaded.
• If you need the order delivered to a different address, add that in the Notes section.

Requested Delivery Date

This is extremely important. This is the date you want:

• The supplies delivered to your site
or
• The supplies available for pickup at the warehouse

Choose accurately based on your operational needs.

Order Priority Level

Select how urgent the order is.
Use this only when supplies are truly needed quickly so we can prioritize properly.

Step 3: Add Items to the Order

Tap Select Item.

You can:
• Scroll through the list
• Or type the item name in the search bar

Example: selecting X-Effect
You will see:
• Item number
• Category
• Manufacturer
• Unit of measurement (ex. CS = case)
• Cost per unit

Once selected, fill in:

Quantity

Enter the number of units or cases you are ordering.

Billable?

Choose Yes or No.

• Most chemicals are non-billable.
• Items like toilet paper or consumables for clients are billable and will be invoiced by the billing team.

The form allows up to 8 items.

If you need more than 8 items:
• Submit a second order, or
• Use the Non-Catalog Items field and note that you ran out of space.

Step 4: Enter Total Order Cost

Add up the cost of all items.

Example:
10 cases of X-Effect at $46 per case
10 × 46 = $460

Enter the total amount in the Cost field.

Step 5: Non-Catalog Items

Use this section when:

• You run out of item slots
• You need to request an item not on the approved list

All non-catalog items are reviewed and must be approved before ordering.

You may only select pre-approved items in the main item selector.

Step 6: Select the Division

Choose which division the client belongs to:

• DSC Solutions
• Select Building Services
• Guaranteed Maintenance Service
• Clean Energy
• Etc.

This must be accurate for accounting and routing.

Step 7: Add Notes or Special Instructions

Examples:

• Alternate delivery address
• Special timing
• Instructions for the warehouse team
• Clarification on quantity or item usage

Step 8: Enter Your Email Address

This is mandatory.
All order updates and notifications will be sent to this email.

Step 9: Submit the Order

Tap Create Card to submit.

You will receive confirmation and updates as the order moves through the workflow.