Manage Purchases & Inventory

Purchases & Inventory Workflow Video

Purchases & Inventory Workflow 

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Purchases & Inventory Daily Workflow Video

*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.

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.

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