How to Resolve Job/Sales Order Numbers not Showing up in PartsManager

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

This article will walk you through resolving the issue when ServiceTrade Job Numbers aren't showing up in the Sales Order field when creating new Purchase Orders in the PartsManager Office App, formerly known as PartsLedger.

 

Prerequisites

  • Active PartsManager account
  • Active ServiceTrade account
  • Access to PartsManager Mobile App

Procedure

  1. Make sure the Job is not marked completed in ServiceTrade.
    • A completed Job will not be available in the Sales Order drop-down in PartsManager.
  2. Navigate to the PartsManager mobile app (app.PartsManager.io).
  3. Log in with your ServiceTrade credentials.
  4. Create a new Purchase Order against the Job you are trying to sync to PartsManager. Note the PO# of the Mobile App Purchase Order. You may want to delete it later. 
  5. Add any item to the mobile app Purchase Order and finalize the Purchase Order.

While finalizing the Purchase Orders, the Mobile App will create a Sales Order in PartsManager corresponding to the ServiceTrade Job. You should now be able to find this Sales Order in the drop-down menu of the New Purchase Order in the PartsManager Office App.

(If necessary) To delete the PO that was created in the Mobile App:

  1. In the Office App, on the Navigation Bar, click Purchasing. 
  2. Click Purchase Orders.
  3. Search for the Purchase Order Number you created in the earlier step.
  4. Delete the Purchase Order.
 

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