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:
1. This will sync into QuickBooks as a bill if Item is set-up as reimbursable.
2. 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.

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.