Overview
In Simpro Mobile, you can use either the Stock module or the Service module to create purchase orders and add catalogue items in the field.
Create a purchase order in the Stock module
To create a purchase order in the Stock module:
- Go to the Stock module.
- Tap
to create a new purchase order or tap an existing purchase order.
- Tap to select a supplier.
- To select the storage device, tap Add materials to.
- Tap + Add and search for specific items.
- The items specific to the supplier are displayed.
- Tap next to an item to add it to the order or manually enter a quantity. Add more items, as required and tap Done.
- Tap the item to adjust the Quantity of the item and tap Done.
- To add materials to another storage device, tap Add materials to.
- Tap Back.
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.
Create a purchase order in the Service module
- Go to the Service module and access the relevant job.
- Tap START WORK.
- Tap PURCHASE ORDERS.
- Tap to create a new purchase order or tap an existing purchase order.
- Tap to select a supplier.
- Tap + Add and search for specific items.
- The items specific to the supplier are displayed.
- Tap next to an item to add it to the order or manually enter a quantity. Add more items as required and tap Done.
- Adjust the Quantity of the item and tap Done.
- Tap Done.
- Tap Back twice.
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.
