You can now link purchases directly to jobsheets or sales invoice lines when adding parts to a document. This enhancement will provide better profit tracking and improved visibility into which purchased items are associated with each job. Users will be able to easily identify if a part was ordered for a specific customer or vehicle.
Adding a part to a Jobsheet or invoice with purchase link
When adding a part to a jobsheet or invoice, there is a new footer section titled 'Purchase Details.' This section allows you to search for a purchase order or invoice to link to a part on the jobsheet or invoice being worked on.
When searching for a purchase order or invoice, the results display key details about the document one important column is 'Available Qty,' which indicates how many of the selected parts are on the purchase document but have not yet been allocated. This will be helpful to determine which purchase document you are looking for.
If you press the tab key on your keyboard while you have the input box select for either the purchase order or invoice, you'll have the option to create a new purchase document for cases where the purchase doesn't yet exist.
Please note: If the part doesn't exist or there is no available quantity to allocate from the selected purchase document, a new line will be created.
Viewing the purchase information once linked
A new 'Purchases' tab is now available in both the jobsheet and sales invoice screens. When a part line is linked to purchases, they will appear in this tab, providing you with detailed information about the part, including profit. You can access this information by clicking the arrow to the left of each part in the 'Purchases' tab.
Additionally, sales information can be viewed from the purchase invoice, purchase order, and parts views. Selecting a purchase invoice or order will display an overview of any linked jobsheet references or invoice numbers.
For more detailed information, users can right-click to access a context menu or use the toolbar option to view the associated sales documents.
Editing the sales to purchase links
If you need to edit linked purchase, opening the part on the jobsheet or sales invoice, this will display the associated purchases at the bottom of the window. You will then have the option to delete the selection and search for a different purchase to link if needed.
Please note: Deleting the selection here will not remove the corresponding purchase document item—only the link between the sale and the purchase. To delete the purchase item itself, you will need to navigate to the purchase document and delete the line directly from the purchase order or invoice.
Linking GSF Purchases
After ordering a part using the GSF integration the linked purchase document will now be displayed on the jobsheet under the Purchases tab. This will display the parts ordered along with the sales and purchase details. Clicking on the arrow on the left of the parts will show the purchase documents linked.
