Traum Woodworking · Purchasing Handoff

PM → Stockbiller Handoff Report

Fill this out when a work order moves into Purchasing. Generate a clean table below and paste it straight into Teams, email, or an Innergy work order note.

Project & Work Order Info

Project Name

Innergy Project #

Work Order #(s) (format: 00Xp)

WO / Release Name

PM Name

Handoff Date

Bid Origin (optional)

Priority

Scope

Scope Summary (note what's included and what's not)

Exclusions

Materials & Finish

Interiors

Exposed / Visible

Hardware Spec

Additional Notes (optional)

Ordering & Logistics

Long-lead items?

Long-Lead Notes (if yes)

Preferred Vendor(s)

Need-By / Ship Date

Drawing Reference

Flags / Open Questions for Stockbiller

Generated Report

Fill out the form and click "Generate Handoff Report" — the formatted table will appear here, ready to submit or copy.

"Submit to Teams" posts directly to the configured channel via webhook. The copy buttons are a fallback for pasting into Outlook or an Innergy work order note field.