Manage Purchases & Inventory Best Practices

Purchases & Inventory Daily Workflow 

Settings

🎬 Manage Purchase & Inventory Webinars

Purchases & Inventory Workflow 

Create & Approve POs

1. Create a Purchase Order when ordering inventory of an Item or to manage purchases.
2. To approve or edit a Purchase Order, navigate to Purchases > Approve Purchase Orders
3. Once ordered materials are received, click the Approved button (Edit PO if necessary)
   Once PO is marked 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

Manage Inventory

1. Navigate to Purchases > Inventory
2. Select an Operation from the Operation dropdown
3. This page displays all Inventory info and also allows you to Transfer Items, Deplete Items and Add Items.
   *Note: Inventory Item quantities will automatically deplete as the material is used on Jobs/Visits & those Jobs/Visits are marked as Approved. Learn more about SingleOps Inventory.

Item Settings for Managing Inventory

Set up your Items for best results when managing your inventory.

Navigate to: Setup > Items > Items > click New or Edit an existing Item.
*Note: Some of these settings are only available for accounts connected to QuickBooks.