Setup
You will need the Purchase Order and Warehouses modules turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can view purchase orders.
Can create and update purchase orders and dockets.
Can create and manage warehouses, stock-takes and transfers.
Upload documents.
Click here to learn about permissions and security groups.
How to create a purchase order for a warehouse
Via Warehouses
1. Navigate to Billing > Warehouses and click View on a facility.
1. Navigate to Billing > Warehouses and click View on a facility.
2. Click Order Required Stock.
2. Click Order Required Stock.
The On Order quantity updates automatically—click on the number to view related purchase orders.
The On Order quantity updates automatically—click on the number to view related purchase orders.
3. Click Update to change purchase order details, review products and quantities automatically populated based on Minimum Restock Level required for this facility and the vans defaulting to this home facility.
3. Click Update to change purchase order details, review products and quantities automatically populated based on Minimum Restock Level required for this facility and the vans defaulting to this home facility.
Documents: internal only— these will not be sent to the supplier nor visible to the client.
Warehouses don’t have Max Restock Levels, so adjust quantities if ordering above the Minimum Restock Level.
After receiving stock, confirm delivery on the warehouse purchase order, which moves stock from On Order to Available in the warehouse.
Via Purchase Orders
1. Navigate to Billing > Purchase Orders and click Create Warehouse Purchase Order.
1. Navigate to Billing > Purchase Orders and click Create Warehouse Purchase Order.
2. Select Supplier, Type and Warehouse.
2. Select Supplier, Type and Warehouse.
Subcontractor-type Purchase Orders include a field to select an existing contractor; If left empty, defaults to the contractor associated with the supplier.
3. Click Create new item, then double-click under the Product column to select a product.
3. Click Create new item, then double-click under the Product column to select a product.
4. Select a product from the list using search by name or filter by supplier, category, sub-category or type.
4. Select a product from the list using search by name or filter by supplier, category, sub-category or type.
The type filter is automatically applied based on the purchase order type. Additionally, the ‘Stocked & expense products only’ checkbox ensures that only stocked and expense products are displayed.
5. Review Purchase Order (Summary, Line Items, Documents)
5. Review Purchase Order (Summary, Line Items, Documents)
Documents: internal only— these will not be sent to the supplier nor visible to the client.
Available fields on a purchase order:
Required (Ref, Supplier, Type)
Required (Ref, Supplier, Type)
Ref: Automatically generated by Uptick as it has to be unique.
Supplier: Drop down list of your suppliers stored in Uptick.
Type: Select materials, equipment, or a subcontractor.
Warehouse: the facility where the items from the purchase order should be stocked.
Optional (Date, Email Contact, Supplier ref, Description, Delivery Instructions, Estimated delivery date)
Optional (Date, Email Contact, Supplier ref, Description, Delivery Instructions, Estimated delivery date)
Date: defaults to today but can be manually adjusted.
Email Contact: Leave blank to use the supplier’s main contact, or select a different one from the Supplier’s contacts.
Supplier ref..
Description.
Delivery Instructions: Select a preset for pickup or delivery (you can pick from onsite or a warehouse). this will auto-fill details that you can edit for the supplier’s PO.
Estimated delivery date.
