Best way for placing orders (R&D IT teams)

[Chloé Pilon-vaillancourt]

Hi guys,

I would just be curious about how you process this using Jira :

In our teams, we often need to place different orders to our PM. Instead of having multiple different excel files, e-mail, etc. we were trying to find a way on Jira to simply give this task to the PM and concentrate the info. Therefore, we thought of creating a customized issue named "Order" where the members of the R&D team can just fill up the useful informations (Supplier, attach the technical proposal if so, link to an order book, amount, etc.). Then they can track the developments of their orders on Jira (have been paid, waiting for approbation by the CFO, delivered, problems with deliveries, etc.). We are talking about small orders of 0-300$, sometimes prototypes but mostly just gears to do R&D (screws, cables, etc.) here and there.

However, if you have any other suggestions for a way to do this, I'd be curious to hear.

Thanks!

[Tumaini Mwangangi]

Hi Chloé!

There's an add-on called Checkout for Jira Service Management created for this exact purpose. While your intended use-case requires some 'makeshifting' within the native Jira application to establish an ordering process, Checkout allows you to create your own item catalog for your R&D IT Teams complete with cost information per item, vendor information, and all of the functionality that you would need to manage and facilitate the ordering and procurement process entirely within Jira Service Management. Orders would be submitted by your team as requests of a special 'Checkout' request type to one of your Jira Service Management projects, and all of the order data would be tracked within the ticket itself without any need for custom field configuration. 

It might be helpful to see a visual example of how it could work for your team, so I've attached a brief demo video link here. Not sure if you currently use Jira Service Management or just Jira, but if the former is true this may be useful for you!