A
Alexander
complete
idan kadosh
Merged in a post:
PURCHASE ORDERS
G
GENE MAAS
idan kadosh
Merged in a post:
Purchase Order and Contact list
Marc Andre Lalonde
Knowing our inventory is low is very useful , having a list of suppliers and being able to send a purchase order would be amazing.
estimate approved! from that menu create a work order to our supplier to purchase the equipment.
idan kadosh
Merged in a post:
PURCHASE ORDER MANAGEMENT
Marc Andre Lalonde
PLEASE INCORPORATE THE INVENTORY FEATURE WITH QUICKBOOKS PURCHASE ORDERS.
idan kadosh
Merged in a post:
Part purchase order system
Don Berry
Will there ever come a time that Workiz incorporates a part purchase order system so we can track ordered parts and attached to the job # used? This is a must have for any company that uses parts... Not sure why this is not within Workiz???
A
Alexander
Hi there,
I'm glad to share that we have just released a beta version of the Purchase Order feature, which is available for Ultimate and Professional accounts. For anyone who voted for this feature and wasn't added to the beta, feel free to comment here, and I'll add you. Detailed information can be found here: https://help.workiz.com/hc/en-us/categories/25877819783441-Purchase-Orders.
I'll be more than happy to discuss and get some feedback on the feature. If you wish to do so, feel free to book a spot here: https://meetings.hubspot.com/maor-livne.
A
Alexander
If there's any other customer that would like to participate in the beta please reply to me here, feature is available for Ultimate and Professional accounts.
T
Tim
Alexander yes we would like to use it
Don Berry
Alexander yes I would
A
Alexander
Great added you both Tim Don Berry
Chris Beecher
Alexander We would like to be in that beta as well
A
Alexander
Chris Beecher: Just added you
A
Alexander
Hi Don Berry, I'm glad to share that we just released a beta version of the Purchase order (I added you to the beta). detailed information can be found here: https://help.workiz.com/hc/en-us/categories/25877819783441-Purchase-Orders
I'll be more than happy to discuss and get some feedback on the feature, if you wish to do so, feel free to book a spot here: https://meetings.hubspot.com/maor-livne
Don Berry
Alexander where do i find it in workiz
A
Alexander
Don Berry It should be located in the left navigation bar under Features -> My features
G
Greg
Also i would love to be able to add a purchase order to a lead. Most times we are not converting to Job until all the materials have arrived
A
Alexander
in progress
Ideal
Alexander can these purchase orders sync to QB purchase orders?
A
Alexander
Ideal: Not yet, but it's something that we are exploring and might be added in the near future
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