We’ve made some important improvements to how Purchase Orders (POs), Goods Received Notes (GRNs), and Invoices are tracked and linked with Jobs and Point of Sale (POS) transactions. These newest updates will make it easier to manage your inventory and accurately track your items as you go about using the ServiceWorks software.
Here’s a Quick Summary of the Update:
Automatic PO Linking: PO, GRN, and invoice numbers are now automatically linked to jobs and POS transactions across the system, including those created through the ServiceWorks Pro app. This will occur whether you’re applying new parts to a job, receiving goods, or editing existing jobs.
More Flexible PO Management: Create single POs for multiple jobs, with the system correctly linking each individual PO number to each part. Similarly, multiple GRNs for the same item are accurately tracked, providing a comprehensive view of your inventory receipts.
Handling of Returns and Cancellations: The system now automates status changes on returns (i.e., any items set to Back to Stock, Return to Vendor, or Return to Shop), cancellations, and voided transactions. In the case of any of the previous happenings, PO, GRN, and invoice numbers are automatically released and available for reuse when needed.
Improved POS Functionality: The POS system now provides a better handling of GRNs generated, including those created with delivery tickets. Serialized items with multiple GRNs are now correctly managed during assignments, exchanges, and returns, ensuring accuracy and consistency throughout the entire sales order process.
Streamlined PO Tracking and Workflow: Manually add old POs to existing jobs for better historical tracking. The Items Needed page will now dynamically update to reflect any tagged POs and incomplete PO creation attempts. Additionally, you can release POs, GRNs, and invoices from an associated job and assign them to a new job, or the job to a new PO
Rescheduling and PO Tracking: Items added via rescheduling and linked to POs are now correctly tracked upon GRN receipt, ensuring that the item and its information are included with the newly scheduled job
Mobile Functionality: All of the above improvements to the software are also reflected in the ServiceWorks Pro app, ensuring a consistent experience across all platforms.
These updates will significantly improve the accuracy and efficiency of your Purchase Order, GRN, and invoice management. As always, if you have any questions or encounter any issues, please don’t hesitate to contact support.
Need More Assistance?
Contact us:
Live Chat: app.service.works
Email: support@service.works
Phone: 636-220-4363 Ext. 1
