Placing Orders

There are 8 types of GroWrk orders that can be placed. A guide through the steps of each flow is provided below. Note that some order types will have multiple flows and entry points that lead to the same outcome.

Purchase for Employee

Orders placed specifically for purchasing products for employees. Purchases will be delivered directly to the employee(s). Packages can also be purchased for employees.

  1. There are two ways to start your purchase. Select Purchase on your employee’s profile or on their profile view on Teams. Purchase for EmployeePurchase for Employee
  2. The next page will show you the available products for purchase in the region the employee is located in. You can filter by the type of product. Purchase for Employee
  3. Select the product you’d like to purchase for you employee. A pop-up with pricing and description will show. Click on ADD TO CART. Purchase for Employee
  4. Click on the shopping cart icon at the top left of your screen, next to your company name. Purchase for Employee
  5. Review your cart and click Checkout. Purchase for Employee
  6. You’ll be led to a confirmation page saying that your order has been placed. Purchase for Employee

Purchase for Inventory

Order placed to purchase and update stock in a company’s inventory. Packages can also be purchased for your inventory to have in stock to assign to employees later on.

  1. Select the Purchase Inventory tab in the navigation bar, or the Purchase button in the Inventory tab. Purchase for Inventory
  2. Select a region and type of product you would like to order. Purchase for Inventory
  3. You’ll be shown a catalog of the available product type you selected in the region you’d like to order for. If a type was not selected, the results will show all products that are available to be purchased in that region. Purchase for Inventory
  4. Select the product you’d like to purchase. A pop-up will appear and will show product details. To add to your cart, click Add Product. Purchase for Inventory
  5. Click the shopping cart icon to take you to the checkout page. Review your order and click Checkout. Purchase for Inventory
  6. You will be notified that your order has been placed and the Account Manager will be in contact for more details. Purchase for Inventory

Upload to Inventory

When uploading existing inventory information to your Dashboard, a collection order can be placed if products need to be stored by GroWrk.

  1. Upload a CSV file or manually input product details. Be sure to follow CSV formatting using this template. Upload to Inventory
  2. Review the details of the products you’d like to collect. Click Continue. Upload to Inventory
  3. Select if you would like GroWrk to store your uploaded products or if you’ll be keeping them. Collection orders will only be made if you wish for your products to be stored at our warehouses. Click Continue. Upload to InventoryUpload to InventoryUpload to Inventory
  4. Review the products that will be be stored in the GroWrk warehouse. Click Confirm. Upload to Inventory
  5. You will be notified that your order has been confirmed. An Account Manager will review and contact you for the next steps.Upload to Inventory

Assign to Employee

This is an order to deliver assigned products to an employee from your company’s existing inventory pool.

Assign to Employee through Employees and Teams

  1. On the employee’s profile , click Manage and then Assign Product. or On the employee’s preview in Teams, click on Assign. Assign to EmployeeAssign to Employee
  2. A popup will ask if the assigned products are managed by GroWrk or your company. Select one option and Continue. Assign to Employee
  3. Select a product and the employee’s delivery address. Select Confirm. Assign to Employee
  4. You’ll be notified that your products have been assigned. Assign to Employee

Assign to Employee through Products

  1. Scroll through your inventory to select which products you’d like to assign. Then select the Assign to Employee. Assign to Employee
  2. Use the dropdown to select an employee, the delivery address, and desired time of arrival. Select Confirm. Assign to Employee
  3. You’ll be notified that your products have been assigned. An Account Manager will review and contact you for next steps. Assign to Employee

Collection

This is an order to recover products from an employee.

Collection order through Teams

  1. In Teams, search for the employee that you wish to request a collection order for. Click on the 3 dot icon and select Collection. Collection
  2. There will be a pop-up asking to confirm whether the employee is leaving the company or not. If they aren’t, you will select Continue onto the Collection flow. Collection
  3. Provide a reason for the request. Select Continue. Collection
  4. You will notified at the top right corner that your collection request has been made. Requests will be reviewed by Account Managers and they will contact you for further steps. Collection

Collection order through employee profile

  1. Click on the Products tab in your employee’s profile. Search through their equipment list for the product you’d like to collect and click on the 3 dot icon and then Collection. Collection
  2. There will be a pop-up asking to confirm whether the employee is leaving the company or not. If they aren’t, you select Continue onto the Collection flow. Collection
  3. Provide the reason for the request and select Continue. Collection
  4. A notification at the top right will confirm that your request has been made. An Account Manager will review the request and reach out to you for further steps. Collection

Bulk Collections through Employee Profile

  1. In the Products tab, select Manage and then Request Collection. Bulk
  2. Confirm the collection address of your employee to proceed. Bulk
  3. All products that are active with the employee will be listed. Using the checkbox, select which products you would like to collect. Bulk
  4. Review the employee’s personal and contact information, address, and the selected products. Select Confirm and an order will be placed. Bulk

Maintenance

This is a collection order for products that require inspection and possible repairs. Maintenance orders start with a maintenance request initiated by employees if they have devices that need to be examined for repairs.

  1. Your employee sends in a maintenance request through the Employee Dashboard. Maintenance
  2. You or company managers will accept or deny the request. Maintenance
  3. Account Managers will review the request and contact you for further steps. Maintenance

Swap

Swap orders entail either a Purchase for Employee or Assign to Employee order and a Collection order.

  1. Go to where your employee’s products are listed (on employee’s profile or employee’s preview). Click on the 3 dot icon of the product you’d like to select and click Swap. Swap
  2. A pop-up will ask for the reason for the swap request. Type in the details of the request and click Confirm. Swap
  3. You’ll select either Use My Inventory Pool or Purchase for Employee to swap the product. Swap
  4. This step is to select products to swap with. If you chose Use My Inventory Pool, you’ll select through your inventory. Click Continue. Swap

Or If you chose Purchase for Employee, you’ll be shown the products available to purchase in that region. Click Continue. Swap

  1. You’ll then be shown your employee’s information and product information to review. Click Finish. Swap
  2. The last step is to confirm that GroWrk will be managing the swapped products moving forward. Click the checkbox and click Confirm. You’ll be notified of the update. SwapSwap

Offboarding

The offboarding flow is organized into four sections: Termination, Product Handling, Legal Hold, and Confirm.

  1. Select whether this is a voluntary or involuntary termination of your employee. Offboarding
  2. Select whether to schedule an offboarding initiation for a set date and time, or initiate offboarding immediately after confirming the request. Select Continue. Offboarding

If you select yes, select a date, time, and timezone for the offboarding initiation. Offboarding

  1. Each of the products that the employee has will be listed. Indicate how each one will be allocated (GroWrk pickup, In-house pickup, or kept by employee.) Offboarding
  2. Indicate if any products require a legal hold using the drop downs. Offboarding

If you select Request legal hold, there will be a section to enter any special instructions regarding the hold request. Offboarding

  1. Review all the information regarding the offboarding order. If everything is correct, use the checkbox to agree to GroWrk’s offboarding Terms and Conditions. Select Confirm. Offboarding

Note: You cannot place an offboarding order if the employee's contact or address information is missing. Once this information is provided, you can proceed with the order.