One of the most common workflows in Powerlink is to promote a Quote to a Work Order as soon as your customer is ready to buy. APFusion streamlines the ordering process by allowing an order to be placed directly off of a Work Order for our inventory.
The following process sends the order directly to the appropriate vendor(s) and automatically generates a PO back in Powerlink. You must manually reload the WO after the order is placed in order to attach the PO to it.
Step 1: Promote your Quote to a Work Order by selecting Promote to New WO.
Step 2: Select Save WO in order to get a Work Order Number. Once you have a Work Order Number, you are ready to place the order in the APFusion App.
Step 3: Go to the APFusion App and click the tab Attach a PO to an Existing WO
Your Powerlink Store Number must match in APFusion and on the Work Order you created.
Step 4: You will be taken directly to the checkout screen.
You will then need to enter a customer (this pulls from your powerlink)
Step 5: After this you can either select "Ship to me" or "Ship to customer"
Make sure all fields are filled out, than you can select "Place order"
You will then show an order confirmation page confirming the order has been placed!
Step 6: The first thing you need to do as soon as you place the order is to pull the WO back up in Powerlink. If you edit or save the WO before doing this, the PO will still be in Powerlink but it will not be attached to the WO.
Click Find Orders
Click Advanced Search and Double Click the correct Work Order Line Item
The Stock # column should now be populated with the PO Number.
Double Click the Line Item to see additional PO Details (shown below).
You can also click the View PO button to see the entire Powerlink PO. This will include the APFusion R order number in the Notes section (not shown below)
If you would like to change your order flow to work off a delivery ticket or invoice - please contact help@apfusion.com 🚀