Purchase orders
Feature 3: Purchase Orders
Overview Simplify the process of ordering items for maintenance.
Key Function
Create and manage purchase orders.
Track the status of orders.
Step-by-Step Guides
Go to the Purchase Orders Section in the PMS Module.
Click "Add" in the top right to create a new purchase order and fill in the Details.
Assign the Order to a Supplier and Submit.
Each Purchase Order will go through an approval process. It will start with Pending, then Approved, then Completed or Partially Fulfilled.
When searching for a logged purchase order, use the quick search filters at the top of the page. You can search by equipment, supplier, status.
To fulfill a purchase order, click on the eye icon, and then at the top of that pop up you will find a 'Fulfill' tab at the top right, click on that, fill in the details of the units recieved and cost and click 'confirm Restock'
To edit or delete a purchase order scroll to the action bar on the right
FAQs
Q: Can I link purchase orders to inventory? A: Yes, purchase orders will link back into the inventory for stock take
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