Inventory running low? Beginning with the Business Plus Plan, users can use UpKeep to create Purchase Orders to send to your vendors. In this article, we will explain how to create Purchase Orders on the web application.
At this time, you aren’t able to create a purchase order on the mobile iOS and Android app, but you can still use a browser on your mobile device to log into the web application!
Purchase Orders and Purchase Requests
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, no PDF required.
Here’s how it might work:
A new work order gets submitted to the facility management team.
A part is needed to fulfill that particular job.
Employee A comes into UpKeep’s purchase order portal and submits a Purchase Order (PO) request.
The Admins on the team get notified, approves the purchase order request, and sends it to the vendor.
The vendor ships the part to your facility.
Once the part has been received, mark that in the PO as fulfilled, and then your inventory will be automatically restocked!
Alternatively, the admins on the team may see a part or multiple parts are running low. They can simply create a purchase order themselves to restock the inventory for those parts.
How to Create a PDF Purchase Order
Navigate to the Parts/Inventory section
Select the part you want to purchase
Select “PDF Options” then “Purchase Order PDF”
Fill out the form with the necessary information
Select “Preview Purchase Order PDF”
NOTE: Make sure your pop-ups are enabled for UpKeep!
Create a Purchase Order from your Parts section
Go to your Parts section
Select your desired Part
Select Create Purchase Order
Fill out the necessary information and if needed, include other parts too!
Submit and Approve it if its good to go!
How to Submit Purchase Requests
Navigate to Purchase Orders
Create a New Purchase Order
Fill out the form details
The purchasing team gets notified to evaluate, then approve or decline
If the part is approved, once it’s received from the vendor, the purchasing team marks the PO as Fulfilled
Inventory is automatically restocked
NOTE: Technicians, limited technicians, and View-Only users can submit purchase requests. The request will be sent to the admins on the team to evaluate and approve.
How to Approve a Purchase Order Request
Navigate to the Purchase Order section
Click on the request awaiting approval
Evaluate that the request is necessary
TIP: You can also customize the table view to include a Status column, so you can quickly identify which ones are still awaiting approval!
How to Fulfill (or Partially Fulfill) a Purchase Order
Once the shipment comes in, navigate to the Purchase Order section
Click on the correct Purchase Order
Enter the received amount. If the correct amount was shipped, just match the quantity requested. If not, just input the amount you received and the PO will be marked as partially fulfilled.
Purchase Order Request Portal
Purchase Order Request Portals are now live for our Business Plus 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.
Go to the Request Portal section
Scroll to Purchase Order Request on the bottom of the section
Toggle on Enable Purchase Order Portal button
Employees can now submit Purchase Requests without needing to log into the app!
Interested in upgrading your UpKeep account? Get Started here!