Enabling Permissions For Purchase Orders
Before your technicians can create purchase orders while out in the field, you’ll need to enable the settings for your professionals to access and utilize this feature.
To do so, open up the configurations tab and select Configuration -> Purchase Order Setting to reach the Purchase Order menu.
Once on the menu, enable the settings Can Professional Create PO, Auto Update Job Status for Receiving PO, and Automatically Change Status When Creating PO.
Doing so will ensure that any user with a Professional role can create purchase orders, as well as automate the change of the job status when the purchase order is created and received
Once enabled, click Save to continue
Next, go back to the configuration tab and navigate to Admin -> Permission to enter the permissions menu
On this menu, change the first dropdown box to Professional, and the second to Job. This will present you with the job permissions for all users with the professional role
Click the plus button next to the Job tab, and enable the permission labeled PO Creation. This will ensure that your technicians have the ability to create purchase orders from jobs either via desktop or mobile app
Once finished, you’re all set to have your technicians create purchase orders in the field!
WARNING
Both of these settings must be enabled before attempting to perform this action
Creating a Purchase Order from the Mobile App
To create a purchase order from the app, first open an existing or create a job within the ServiceWorks Pro app
Within your new or existing job, scroll down and open the Product/Equipment panel in the app
In the next menu, click the + on the Item/Parts bar
Search (or create) your item in this next menu. Be sure to set your distributor before clicking save, as this will need to be defined in order to create the purchase order.
Once saved, you should return to the previous menu, with your item now displayed in the Item/Parts section. Click the check mark next to the item and then click the Create PO
This will create and submit the purchase order. You can double-check the creation of this order by clicking on the Notification tab
On the desktop side, you should see the submitted purchase order.
