Create a Purchase Order
Purchase Orders allow you to monitor ordered parts and quickly view the status of your order.
A purchase order (PO) will automatically be created when you procure parts through Shopmonkey. This is the easiest way to create a PO.
Purchase orders can also be created manually using the Add Button from any page in Shopmonkey or directly from the Purchase Order page.
From Any Page in Shopmonkey
To create a PO from any page in Shopmonkey, select the + (Add Button) in the top, right corner. Select Purchase Order.
From the Purchase Order Page
Select the Purchase Orders icon from the left-side navigation bar.
Select + New Purchase Order in the top right corner.
Build and Edit a Purchase Order
Complete each field in the purchase order.
PO Number
The PO number will automatically generate a number higher than the last PO number after saving.
Status
Easily view and change the status of a PO.
Draft: Add/Remove/Edit line items on the PO
Ordered: An order has been placed with the vendor for all part lines on the PO
Received: Some part lines on the PO have been marked as received from the vendor, but not all
Fulfilled: All part lines on the PO have been marked as received
Canceled: The order has been canceled
Select Mark as Ordered after you order the parts to change the status from Draft to Ordered.
Vendor & Vendor Invoice Number
Select a vendor from your vendor list or add a new vendor to your shop. In the Vendor Invoice Number field, add the corresponding identification number provided by the vendor.
Work Order
Select a Work Order from the dropdown menu to directly link the PO to the work order. Select Show Parts & Tires to view the parts and tires associated with the work order. Select which parts and tires from the work order you’d like to include on the PO.
Pro-Tip: Create a new PO directly from a work order on the right-side panel of the estimate.
Parts & Tires
Complete each of the fields for an added part or tire.
Part Name: Add a new part or search from your inventory from the Part Name field
Inventory-Item: Type the part number or part description of a saved inventory part to search your inventory for that specific part. Parts added this way will be indicated as Inventory Parts and will be connected to that part in your inventory
Non-Inventory Item: Type in the part name. Parts added this way will be indicated as Non-Inventory Parts. Inventory will not be updated when these parts are received
Part #: If adding a Non-Inventory part, manually add the part number from the vendor
Service: Define which service these parts are for. When linked to a work order with more than one service, select the service listed to change which service the part should be added to
Inventory:
Inventory-Item: This will show the amount on hand at your shop
Non-Inventory Item: Select Add to add this part to your inventory
Select Save to save your PO.
Receiving Parts
After the PO status is changed to Ordered, an option to update the received quantity for each part and tire will appear on the PO.
If all items on the PO have been received, you can simply select Receive All rather than updating each part quantity received.
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