With purchase orders and requests, your company will now have a central place to have your team submit requests for parts, equipment, or inventory that needs to be restocked -- all from within UpKeep. It's been a long time coming and we're so happy to finally unveil it to the world!
Here's how it works:
Step 1: A new work order gets submitted to the facility management team.
Step 2: A part is needed to fulfill that particular job.
Step 3: Employee A comes into UpKeep's purchase order portal and submits a Purchase Order (PO) request.
Step 4: The purchasing team gets notified, approves the purchase order request, and sends it to the vendor.
Step 5: The vendor ships the part to your facility.
Step 6: Once the part has been received, mark that in the PO, and then your inventory will be automatically restocked!
Here's a sneak preview! To check it out yourself, sign up for UpKeep today!
Activating your Purchase Order Request Portal
Purchase Order Request Portals are now live for our Business Plus and Enterprise clients! Take seamless collaboration to the next level.
Your company now has the ability to generate a unique URL that you can distribute to your entire team for employees to submit purchase order requests directly to an approver or your accounting department.
Activate your portal through your Admin Account's settings.
Step 1: Go to Settings
Step 2: Scroll to Purchase Orders on the bottom of the section
Step 3: Activate Enable Purchase Order Portal toggle
Employees can now submit Purchase Requests without having to login to the app.
Please note that this is currently available on our Business Plus and Enterprise clients. To view more details about our different pricing plans, you can see them here!
Interested in upgrading your UpKeep account? Shoot us an email at firstname.lastname@example.org