UpKeep Asset Operations

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Accurate purchase orders are crucial. With UpKeep, you can easily add line items to your purchase orders, either with specific parts or custom items. This flexibility ensures every detail is accounted for, streamlining your procurement process and boosting efficiency. 📦 In this article, we'll guide you through adding line items to your purchase orders in UpKeep, making your workflow smoother and more organized.

Adding Line Items To Your Purchase Orders

1. Add Parts: Add Existing parts from your UpKeep Account to your Purchase Order
2. More Actions
 1. Create Part: Create a new Part in UpKeep while creating this Purchase Order
 2. Create Custom Line Item: Add in any other items you are purchasing for this Purchase Order

Add the rest of your Purchase Order Details

1. Navigate to your Purchase Orders Tab
2. Select Create Purchase Order

3. Fill out your Purchase Order Details
4. Navigate to the Line Items Section
 
 1. Add Parts: Add Existing parts from your UpKeep Account to your Purchase Order
 2. More Actions
 1. Create Part: Create a new Part in UpKeep while creating this Purchase Order
 2. Create Custom Line Item: Add in any other items you are purchasing for this Purchase Order 
5. Add the rest of your Purchase Order Details
6. Select Create Purchase Order

Learn how to add parts or custom line items to Purchase Orders

How to Add Custom Line Items To Your Purchase Orders

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