Inventory Procurement Scenarios
1. Material or equipment shipped to the Shop/Office/Warehouse.
2. Material or equipment shipped directly to the Customer.
3. Material or equipment shipped directly to the Job/Project site.
4. Service tech is picking up material or equipment at a Vendor for
a Job or their Truck Stock.
Workflows To Follow
1. Material or equipment shipped to the Shop/ Office/
Warehouse.
a. Create the Purchase Order
b. Enter Shipping info
i. Ship To - select “Warehouse”
ii. Warehouse - select the applicable Warehouse that this
Purchase Order should be shipped to.
1. *Make sure all departments have the correct
address - Department in PO workflow talks to
shipping address
2. Material or equipment shipped directly to the Customer.
a. Create the Purchase Order
b. Enter Shipping Info -
i. Ship To - select “To Job Site” OR “Manual Address”
1. Shipping Address - If “To Job Site” is selected, the
address will auto fill
2. If Manual Address is selected, you can type in any
address
3. Material or equipment shipped directly to the Job/
Project site.
a. Create Purchase Order
b. Enter Shipping Info -
i. Ship To - Select “Job Site”
ii. Shipping Address - If “To Job Site” is selected, the
address will auto fill
4. Service tech is picking up material or equipment at a
Vendor for a Job or their Truck Stock.
a. Create a Purchase Order
i. “Assign To” drop down - Select the person that will pick
up the Purchase Order.
b. Enter Shipping Info -
i. Select “Vendor Pickup”
ii. Shipping Address - not needed for this workflow
iii. Warehouse - Select the Service Tech’s Vehicle that will
pick up the Purchase Order.
FAQ
1. Do I need to select a Warehouse for a PO and a Receipt?
Yes. Think of the PO warehouse as “The Location I would like the
material shipped to.” Think of the Receipt warehouse as “The location
the material actually arrived at.”
2. Does this feature apply to Project Visits?
Yes.