We kicked off our Beta program for the new Sourcing Grid! This is a better way to process REQs into POs, while viewing vendor pricing and availability. This beta feature is currently only available to Electrical Orgs using Kojo. Please reach out to your CSM if you are interested in trying this beta feature!

Here is a 3-min overview of the new Sourcing Grid

Delivery emails will now include both the PO number and the DLV number in the subject line of the email. Here is a sample format of how the new subject will appear:

We’re thrilled to announce the launch of Purchase Order Approvals, a new feature designed to enhance your procurement workflow. This feature allows you to set up custom approval processes based on the dollar value of each purchase order (PO), ensuring that significant expenditures receive the necessary oversight from project managers or purchasing agents.

Purchasing teams, especially in enterprise organizations, need structured approval workflows to manage large and complex POs effectively. With Purchase Order Approvals, you can automate these processes, reducing manual effort and ensuring compliance with your budget and policies. This highly-requested feature, addresses a critical need for our customers.

Purchase Order Approvals is now available to all Kojo customers as part of our procurement product. To enable and configure this feature:

For a detailed guide, visit our PO Approvals User Guide.

Enhance your procurement efficiency and ensure every large purchase aligns with your project’s financial goals. Enable Purchase Order Approvals today and experience a smoother, more accountable purchasing process.

We’ve modified our BOM Export so that all columns are now by default included in the export

At Kojo, we continuously strive to enhance your user experience. We’re excited to announce an important update to the Request for a Quote (RFQ) / Purchase Order (PO) button that makes your workflow smoother and more reliable.

Previously, when you hovered over the RFQ/PO button, our system performed several checks to ensure everything was in order before allowing you to proceed. While these validations were essential, they sometimes caused delays, making the button feel unresponsive or “buggy.” This led to moments where the button would gray out unexpectedly, disrupting your workflow.

With our latest update, we’ve refactored the validation process to occur only when you click the button. This change eliminates the lag you experienced during hover, resulting in a much more seamless and intuitive interaction.

We believe this improvement will significantly enhance your experience with Kojo, making your back-office operations more efficient and enjoyable. As always, we welcome your feedback and are committed to continually refining our platform to meet your needs.

When vendors send back order acknowledgements they include fields like MPN (manufacturing part number). In order to make it easier to map items from an order acknowledgement to a purchase order, we now show you the MPN if the vendor included one.

This will be automatically enabled for all customers on Monday, January 6th.

NOTE: For any purchase orders that were created before the feature was turned on, in order to view the button to sync change orders, you must close and reopen the order.

Previously, in order to make changes to a purchase order that had already been synced to Spectrum, you would have had to edit the purchase order in Kojo and then edit the purchase order in Spectrum. Now you can add and edit line items on previously synced purchase orders in Kojo and sync those changes to Spectrum with the click of a button!

We are so excited for you to use the new Spectrum Change Orders feature of the integration. We’d love your feedback as you use it since you are one of the first Kojo users to try it. Please note some things to keep in mind:

Please see our Spectrum Change Order User Guide linked below, and let us know if you have any questions and don’t hesitate to reach out with any feedback you have!

Now you can sync General Stock purchase orders from Kojo to Spectrum! This makes it easier for you to manage all of your order types within Kojo and allows you to manage your inventory. Check out our User Guide linked below for additional information:

We are so excited for you to use the new Spectrum Work Orders feature of the integration. Check out our User Guide linked below to learn more:

You can now add tax codes to purchase orders that you want to sync to Acumatica!

We import the tax entity from Acumatica and show the taxes in Kojo with the format of “Tax Category - Tax ID.” You can choose which tax code you want to include on your purchase order line items.

If you do not want to sync taxes on your purchase orders, you can leave the tax field blank.

We have added support that takes the multiple line items in Kojo and combines them into 1 line item in Vista.

To use this feature, you need to link POs from Kojo to Vista by going to Options > Link as Lump Sum instead of the Link to Vista button. This will combine the line items into 1 line item when synced to Vista and update the unit of measure to LS. The line items will link over grouped by the same phase code and cost code combination. So, if you want 1 line item visible on the purchase order in Vista, you must have the same phase codes and cost codes on each line.

In order to provide more robust information to vendors, we have enabled the “Show item VPN” setting for all customers’ emails and pdfs.

When we send VPNs to your vendors, it gives them more information to process your order. This helps make their processes more efficient!

This will be automatically enabled on Monday, January 6th. There is no action to take. If you would like to change your settings for any reason, you can go to Settings > Admin > Email & PDF Configuration and change edit which fields are included.

You can now manage cycle counting your material inventory in Kojo! For more details read our user guide linked below:

You can now send inventory items to a PO for easy reordering. Just select the items to reorder then click Manage Items and reorder!