Manage Purchase Orders with Simpro Mobile's inventory Module

January 12, 2021

Effective inventory management is critical for business success. To ensure field staff can easily manage inventory within Simpro Mobile, the app now contains a new inventory module. The first phase of the release enables users to create a purchase order number without the need to access the service module. This means purchase order numbers are assigned to inventory instead of a job. Using the new inventory module, field staff can easily view existing orders and make changes to the storage device or add notes directly to the order.

Easily create inventory purchase orders

Using the inventory module in Simpro Mobile, field staff can now directly create a inventory purchase instead of raising the purchase order against an existing job. This means the service module no longer needs to be accessed to order inventory. The new inventory module can be accessed directly from the menu within Simpro Mobile.

When creating purchase orders in the inventory module, field staff are able to select the vendor, storage device and create any required notes against the purchase order.

New menu in Simpro mobile including stock module
View of stock purchase order in Simpro mobile

View and make changes to existing inventory orders

In the stock module, field staff can also view all outstanding inventory purchase orders. Those that have been received are clearly identified with the presence of a green packing box.

Storage locations for existing orders can also be amended from within the inventory module and additional notes added to the order

The next phase of development will see the ability to add items directly to a purchase order within the inventory module.

For more information about the latest update to the app, check out the Simpro Mobile 8.0 Release Notes.

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Adding notes to a stock purchase order in Simpro mobile

The Learning Toolbox

The Learning Toolbox is a FREE online training platform for all Simpro clients and their staff. The materials are interactive, self-paced and can be used to help upskill staff on the new Mobile feature. Start learning here or request access to Simpro's Learning Toolbox.

The Help Guide

The Help Guide includes articles and videos on the new workflows for Simpro Mobile. You can visit the Help Guide here, or navigate to it from anywhere in Simpro.

On-site and online training

If you’re looking for additional assistance on Simpro Mobile, Simpro’s Implementation Consultants can provide on-site and online training for your team. You can access training by contacting support.

Download the latest Simpro Mobile update from Google Play or the Apple App Store today!