How to Create Purchase Orders in Simpro Mobile

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Use Licences

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

About Simpro Mobile Security Groups: Service Module

About Simpro Mobile Security Groups: Timesheet and Stock Module

To create a purchase order in the Stock module:

1. Go to the Stock module.
2. Tap to create a new purchase order or tap an existing purchase order.
3. Tap to select a supplier.
4. To select the storage device, tap Add materials to.
5. Tap + Add and search for specific items.
   • The items specific to the supplier are displayed.
6. Tap next to an item to add it to the order or manually enter a quantity. Add more items, as required and tap Done.
7. Tap the item to adjust the Quantity of the item and tap Done.
8. To add materials to another storage device, tap Add materials to.
9. Tap Back.
10. Under PRIVATE NOTES enter any purchase order notes for internal use.
11. Tap Compose email.
12. Under the To field the default supplier email is added automatically. Enter additional contacts, as required.
    

    Note: Supplier branches, CC and BCC fields are not available in the first phase of the email purchase order release.

13. The purchase order form and email content is set based on Form Settings in Simpro Premium. Learn more in How to Set Up Purchase Order Forms
    

    Note: The option to edit the Email field and use scripts in the email body are not available in the first phase of the email purchase order release.

14. Update the Supplier Notes, as required. Supplier Notes are public and are displayed on the purchase order form.
15. Tap Send email.

Note that purchase orders created in Simpro Mobile must be approved in Simpro Premium before they can be marked as received or invoiced. Learn more in How to Update a Purchase Order.

All purchase orders created in the Stock module are assigned to stock, rather than a specific job.

1. Go to the Service module and access the relevant job.
2. Tap START WORK.
3. Tap PURCHASE ORDERS.
4. Tap to create a new purchase order or tap an existing purchase order.
5. Tap to select a supplier.
6. Tap + Add and search for specific items.
   • The items specific to the supplier are displayed.
7. Tap next to an item to add it to the order or manually enter a quantity. Add more items as required and tap Done.
8. Adjust the Quantity of the item and tap Done.
9. Tap Done.
10. Tap Back twice.
11. Under PRIVATE NOTES enter any purchase order notes for internal use.
12. Tap Compose email.
13. Under the To field the default supplier email is added automatically. Enter additional contacts, as required.
    

    Note: Supplier branches, CC and BCC fields are not available in the first phase of the email purchase order release.

14. The purchase order form and email content is set based on Form Settings in Simpro Premium. Learn more in How to Set Up Purchase Order Forms.
    

    Note: The option to edit the Email field and use scripts in the email body are not available in the first phase of the email purchase order release.

15. Update the Supplier Notes, as required. Supplier Notes are public and are displayed on the purchase order form.
16. Tap Send email.

(BETA) AI Purchase Order Creation

The following functionality is currently in an BETA release and is only accessible as a limited release for select customers - functionality, behaviour and design may be subject to change.

When selecting Purchase Orders to create a purchase order, you can now use AI to assist with purchase order creation.

For Simpro users who have accepted Artificial Intelligence T&C’s within Simpro Premium under System Setup > Company, Simpro Mobile AI now offers enhanced assistance for creating Purchase Orders. This AI feature aims to increase efficiency by automatically scanning a selected image or file of a receipt or invoice to generate a purchase order with automatically added line items, improving overall efficiency through quickly adding each of the required materials and items.

1. From the Stock module.
2. Tap + Add.
3. Tap BETA Scan receipt/invoice.
4. Tap:
   1. Take a photo: To use your device to take a photo of a receipt/invoice to generate a purchase order from.
   2. Select a file: To select a file (file section) from your device's receipt/invoice to generate a purchase order from.
5. Tap the relevant supplier from the drop-down if no supplier has been detected and automatically added.
6. Tap Create Purchase Order to create the purchase order.

Note that AI capabilities are not available in offline mode.

When goods are received to a job, they are not immediately displayed in the Materials section of the job in Simpro Mobile. To return to the schedule, tap Back. Allow Simpro Mobile to refresh, then tap the clock icon to return to the job with the materials added.

Note that purchase orders created in Simpro Mobile must be approved in Simpro Premium before they can be marked as received or invoiced. Learn more in How to Update a Purchase Order.