Manage Purchases & Inventory

Purchases & Inventory Workflow Video

Purchases & Inventory Workflow 

Review Settings

 

Purchases & Inventory Daily Workflow Video

 

Purchases & Inventory Workflow 

  1. Create a Purchase Order when ordering inventory of an item or to manage purchases.
  2. Go to the Approve POs tab to see all POs. You can email to your vendor from here.
  3. When product & bill are received:
    1. Make PO adjustments by editing the PO in SingleOps
      1. Update correct quantities
      2. Add any notes etc.
    2. Mark PO as Approved
      1. This will sync into QuickBooks as a bill if item is set-up as reimbursable. 
      2. This will add to inventory in SingleOps if Item is set-up as inventoried
        Note: 
  4.  Inventory Item quantities will automatically deplete as the material is used on jobs/visits & those jobs/visits are marked as Approved. Lean more about SingleOps Inventory.

 

Review Settings 

Setting Detail 
Quickbooks Syncing 
  • Approved PO:Bill 
Item Settings 
  • Reimbursable - Select the Reimbursable box if you would like the item to sync as a bill to QuickBooks when the PO or visit is approved.
  • Inventoried - Check the Inventoried box if you would like to track this item in SingleOps Inventory.

 

 

 

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