Manage Purchases & Inventory

Kaitlin Lawton

September 20, 2023 13:05

Create a Purchase Order when ordering inventory of an item or to manage purchases.
Go to the Approve POs tab to see all POs. You can email to your vendor from here.
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:
Inventory Item quantities will automatically deplete as the material is used on jobs/visits & those jobs/visits are marked as Approved.
SingleOps Inventory

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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