View, Create, Export, and Manage Part Purchase Orders Follow

Overview

Managing parts inventory and vendor expenses can be complex without a clear system to track orders and deliveries.

Purchase Orders streamline the procurement process by providing a formal method to request, receive, and document parts. With the ability to fulfill purchase orders by item amount, you can maintain a clear record of how much has been fulfilled, ensuring transparency and accountability. When a purchase order is processed, it automatically adjusts part inventory at designated locations and updates vendor expenses, ensuring accurate tracking of costs and stock levels. By centralizing purchasing and inventory updates, this feature helps reduce downtime, improve cost visibility, and keep your fleet maintenance operations running smoothly.

In this article, learn how to view, create, export and manage Purchase Orders ("POs").

Please note, before creating purchase orders, you will need to have added parts, part locations, and vendors.

Table of Contents

• View Purchase Orders
• Create Purchase Orders
• Export Purchase Orders
• Manage Purchase Orders

View Purchase Orders

To view Purchase Orders, follow these steps:

• In the left-hand navigation, select the "Maintenance” service module.
• In the top navigation, select "Tools."
• In the dropdown menu, select “Manage Parts.”
  
  • Select "Purchase Orders."

Please note, if you do not see this feature, you will need to contact an Administrator. Only Account Administrators and Administrators can change your permissions. You will need Maintenance > "All" access.

Create Purchase Orders

Follow the steps below to create a purchase order.

Export Purchase Orders

To export a purchase order, select the export icon in the top right-hand side of the purchase order.

Downloaded Purchase Orders will display all details and total cost of parts received, additional fees, tax, and shipping. Please note, tax and shipping must be manually added in the purchase order details.

Manage Purchase Orders

In the following video, we will cover viewing a purchase order, updating the purchase order details, managing requested parts, fulfilling requested parts, managing miscellaneous fees, deleting a purchase order, exporting a purchase order, and closing a purchase order.