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Requesting a Purchase Order from a Service Request

Updated over 3 weeks ago

Parts can be requested to a purchase order from a service request, allowing service technicians to quickly order necessary parts directly from the service request, reducing delays.

  1. Click Menu at the top of the screen

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2. Click Point of Sale to expand the menu. Click Service Requests

3. Create a service request from the Service Request tab or open a service request from the Service Request Report tab

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4. Click the Add Item, Add MISC Item or Add Parts button to add the needed parts

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5. Once items have been added, click Save Service Request

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6. Click Request Purchase Order

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7. Select the line item by clicking the selection box under the Action column

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8. Click Request at the bottom of the screen

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9. Once requested a success message will appear in the lower left hand corner of the screen

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