Consume an Item from a PO on Service Jobs

You can now directly consume parts sourced from a Purchase Order (PO) when creating a Service Job.

This feature simplifies handling out-of-stock parts by automatically creating and/or linking the PO to the job and consuming the part once it is received.

Follow the steps below to use this new functionality:

Step 1: Open or Create a Service Job

• Navigate to the Service Jobs module
  

• Select either an existing job or create a new one. For this article we will be selecting a service job that we've created
  
  
  
  

Step 2: Add a Task Line

• Select the Service Job and head over to the Tasks tab.
  

• Add the necessary part for the Job
  

• Select Source From PO as the part consumption option
  

• Click OK, A window dialog will immediately pop up giving you the option to either pick an unmapped PO line or Create a new Purchase Order. For this article, we'll be creating a new Purchase Order for the Job. Please note that you can create a PO for more items than you need for the job.
  

• Proceed with the process of creating a purchase order as usual. After creating the Purchase Order, it should immediately show up as an unmapped Purchase Order Line.
  

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• Select the line and click OK. This will automatically consume the part from the Purchase Order as soon as it is saved.

  

Note: If you have multiple PO lines they will be combined for each associated product vendor.

Step 3: Receiving the Purchase Order

• Receive the newly created PO. Once this has been received, it would automatically be consumed into the Job.

  
  

• Once it has been received, the status of the PO in the job would then update

Additional Notes

• The part will not need to be manually linked after receiving — the system handles it automatically.

• This feature is ideal for managing out-of-stock parts when building service jobs.

• Streamlines purchasing and fulfillment workflows by reducing manual steps.

Troubleshooting
For any issues encountered when consuming an item from a PO on Service Jobs, please contact Flawless POS support for assistance.