Receiving Purchase Orders Created by Techs in the Field

Receiving Purchase Orders Created by Techs in the Field

When technicians create Purchase Orders in the field they will be adding a single "Materials" line item that has a cost equal to the total of the purchase and upload a copy of the receipt/packing slip/invoice they are given at the supplier.
It is the responsibility of the purchasing team members in the branch to update the Purchase Order by adding the detailed line items of the purchase and marking the PO as Received.
All POs created by techs use the Purchase Order Type of "Field PO".
Field POs should be updated and Received same day to ensure the Receipt is exported in a timely manner and that the materials on the PO are properly applied to the job and do not impact the technician's truck stock.
View the document Receiving Purchase Orders Created by Techs in the Field for a detailed walkthrough of the process.

The video below provides a walkthrough of the Field PO receiving process

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