When starting a new Work Order, follow the below steps:
Create a new Internal or Service Order.
Add your item.
Uncheck the "Consume Stock" option. This is the key to prompting the system to create a new Purchase Order.
3. Add your desired parts needed for this maintenance.
4. You will see the below options to either create a new Purchase Order or add the part to an existing one.
Creating a New PO
After clicking the "Create PO" button you will see the below fields to fill out.
2. Select whether to create a draft or a full Purchase Order.
3. Click the "Create Purchase Order" button. This will then take you to the new order.
Linking to an Existing PO:
After clicking "Add to PO" button you will see the below fields to fill out.
2. Fill out the information and click "Link to Order".
3. You will then see the linked PO on the Work Order's page.
Explore More About Renterra's Purchase Order Feature
Purchase Order Workflow: From Creation to Completion: Understand the complete purchase order process
Vendor Management: Working with Vendors in Your Purchase Order System: Discover vendor relationship management tools
Automated Inventory Management: Setting Up MinStock and MaxStock Levels: Set up automatic reordering when inventory runs low
Cost of Goods Sold Integration: How Purchase Orders Track Inventory Costs and Profitability: Understand how purchase orders integrate with your accounting system for cost tracking and profitability analysis
Looking for additional help? Get support directly from the Renterra team! Chat with us directly or email us at [email protected].