In this article:
Create & Approve POs
Create a Purchase Order when ordering inventory of an Item or to manage purchases.
To approve or edit a Purchase Order, navigate to
Purchases > Approve Purchase Orders
Once ordered materials are received, click the Approved button (Edit PO if necessary)
Once PO is marked as Approved:This will sync into QuickBooks as a bill if Item is set-up as reimbursable.
This will add to inventory in SingleOps if Item is set-up as inventoried
Manage Inventory
Navigate to
Purchases > Inventory
Select an Operation from the Operation dropdown
This page displays all Inventory info and also allows you to Transfer Items, Deplete Items and Add Items.
💡Inventory Item quantities will automatically deplete as the material is used on Jobs/Visits & those Jobs/Visits are marked as Approved. Learn more about SingleOps Inventory.
Item Settings for Managing Inventory
Set up your Items for best results when managing your inventory.
Navigate to: Setup > Items > Items > click New or Edit an existing Item.
⚠️ Some of these settings are only available for accounts connected to QuickBooks.
Item Setting | Description |
Category | Set Category to Material to keep inventory organized. |
Reimbursable | Select the Reimbursable box if you would like the item to sync as a bill to QuickBooks when the PO or visit is approved. |
Inventoried | Check the Inventoried box if you would like to track this item in SingleOps Inventory. |