Create a purchase order in PartsLedger
Create a purchase order in PartsLedger
Office users can order new inventoried parts from suppliers/vendors to replenish warehouse and truck stock, or for a ServiceTrade job.
Written by Adam Strong
Updated over a week ago
- The supplier exists in PartsLedger
- The receiving warehouse exists in PartsLedger
- The ServiceTrade job, if applicable, exists and is currently open
- Navigate to Orders → New P/O
- Select a Supplier and a Ship To address
- Click Assign Order Number to open a new purchase order for editing
- Scroll down to the New Order Item input box to enter new part line items
- Select an open work order using the Link to Work Order field if ordering directly for a job
- Click the Add Order Item to save the line item, repeat for remaining line items
- Click Print or Email to send the finished purchase order to your supplier
- If ordering parts or material that do not have a part number in your system, use the general material part (typically called MTL) and briefly describe the material using the Note A field. This description replaces the MTL part name in ServiceTrade
- The parts will automatically appear on the ServiceTrade Job upon receipt