Creating a Purchase Order with PartsLedger Mobile Application

Derek Torres
Derek Torres
  • Updated

While your technicians are in the field, they may need to create purchase orders for ServiceTrade Jobs. This article walks technicians through creating a purchase order by using the PartsLedger mobile application.

 

Creating Purchase Order

  1. Open your web browser on your mobile device or tablet.
  2. Go to app.partsledger.io
  3. Enter your ServiceTrade Technician Username and Password.
  4. In the Generate New PO box, enter the ServiceTrade Job Number and the Supplier (Vendor) of the part that will be used on the Job.
    Create_A_PO_1.PNG
  5. Tap the Create New PO button to create a new Purchase Order.
    • Note: If you are not the technician assigned to the job number, you may receive a prompt asking you to tap the “Create New PO” button again.
    • If you are the technician(s) assigned to the job number, you will not see if this prompt.
      Create_A_PO_2.PNG
  6. On the EDIT PO menu, you can enter a PO Message to the customer. This is optional.
  7. On the Create New Item tab, you can create an item that doesn't exist.
    • You must enter a Service Line, Cost, and Qty.
      Create_A_PO_3.PNG
  8. Existing items are already attached to the job via a quote but don't have source selected. To add existing items from the ServiceTrade Job, you will tap the Add Existing Items tab.
  9. Then check to select the items that you would like to add to Purchase Order.
    Create_A_PO_4.PNG
  10. Once all items have been added, whether new or existing, you will tap the Finalize PO button.
    • Various statuses while PartsLedger adds the items to the ServiceTrade job, the statuses are: Creating PO, Adding Parts to ServiceTrade, Finalize PO
      Create_A_PO_5.PNG
  11. The last screen lists the parts, labor, and items that have been added to the designated ServiceTrade job. Once verifying the information is correct, tap Done.
    Create_A_PO_6.PNG

Video Walkthrough

See the video for a visual walkthrough 


Note: To receive the items, see Receive parts from a purchase order support article

 

FAQs and Troubleshooting

Error: Posting the PO to your ledger failed: Please check your network connection and try to Finalize again.

If you see the following error when trying to create a Purchase Order follow the steps below:

PO Error.png

  1. Check your Network Connection. Do you have a stable internet connection? If not, reconnect to the internet and try again.
  2. If you do have network connectivity and are still receiving the error you will need to log out, clear your cache, and re-login:
    1. Click the Hamburger Icon on the top right.
    2. Select Log Out.
    3. Clear your mobile browser's cache, below are external links to clear popular mobile browser's cache:
    4. Open the PartsLedger Mobile App, and Log In.
  3. If you are still receiving this error, contact a member of our Support Team.

 

 

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