How to Update a Purchase Order

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: Timesheet and Stock Module

To update a purchase order in the Stock module:

1. Navigate to the Stock module.
   • All purchase orders are listed chronologically and separated by date. For a purchase order to be listed it must meet the following requirements:
     • It was created by the logged in user, either in Simpro Premium or Simpro Mobile.
     • The order is assigned to stock.
     • The order is currently in the Pending or Received stage.
     • Each purchase order can be identified by its number and supplier.
     • Purchase orders that have been created in the past hour are marked as New.
     • Purchase orders that have had the Items Received check box selected on the receipt in Simpro Premium have a icon.
   • Each purchase order can be identified by its number and supplier.
   • Purchase orders that have been created in the past hour are marked as New.
   • Purchase orders that have had the Items Received check box selected on the receipt in Simpro Premium have a icon.
2. Tap on a purchase order to update it and view the following details:
   • The purchase order number
   • The Date the purchase order was created
   • If the goods are received
   • The Supplier
   • The storage device that the stock is being received to
   • The Notes
   • Note that while you can view and update catalogue and description purchase orders you are not able to view the items or the description added to the order in Simpro Premium.
3. If the items are yet to be received, you can update the storage device that the order is assigned to, as required. You can also add items to the purchase order:
   • Tap + Add.
   • Search to locate specific items and tap or enter a quantity next to the item to add it to the order. Add more items as required and tap Done.
   • Tap Done.
4. If the purchase order has been approved in Simpro Premium, tap Receive Goods and enter a Packing Slip number to record items as received. Learn more in Approve a purchase order.
5. Update Notes as required.
6. Tap Save.