Step 1: Go to the “Purchase Orders” Page
Click Parts in the main menu
Select the Orders tab
Click the “New PO” button to start receiving a purchase order
Step 2: Fill Out the Order Header
Vendor: Select the vendor from the dropdown
Invoice Number: (Optional) Add the invoice number from the vendor
PO Number: This is auto-generated but can be edited
Notes: Add any additional info related to the PO (optional)
Status: Select which way you'll get this order (Will Call, Delivery, Pending)
Selecting a status will change the PO to Ordered
Step 3: Add Parts to the PO
Use the Add Part field to search and select parts
Confirm or change the Destination (defaults to Inventory)
Enter the Quantity and Cost for each part
You can also assign parts to a service item if needed
Step 4: Add Fees and Discounts (Optional)
Click Add Fee to include shipping, taxes, or other charges
Input the Type, Description, and Total
If the vendor provided a discount, enter the amount in the Discount field at the bottom of the page
Step 5: Receive the Order
When ready, click the green Receive button in the top-right or bottom-right corner
Type in the Vendor's Invoice Number and click Receive
This will finalize the PO and update your inventory quantities
✅ Your parts are now received and added to your inventory!
🔍 Bonus Tips & Extra Features
💾 Saving vs. Receiving
If you click Save instead of Receive, the purchase order is created but not yet received.
This is useful if you're still waiting on parts or want to review before finalizing
You can return to it anytime from the Orders tab under Ordered.
♻️ Add a Core Charge (Optional)
If a part includes a core charge, you can:
Toggle Show Core next to the part line item
Enter the Core Value for that part
This is helpful for tracking refundable or recyclable parts like alternators, batteries, etc.
🔧 Assign Parts to a Service
You can assign multiple parts directly to a service item from the PO page:
Use the dropdown under Select a service
Then click Assign to apply those parts to the related job or work order
This saves time by linking parts to labor right from the purchasing flow
