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Sending items to Simpro from a document

Sending items to Simpro from Vendor quotes, Invoices or Order confirmation documents

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Written by George Ruul

From the Store menu you can click on Orders, Vendor Quotes or Invoices to view documents that are automatically entered into Live Catalogue for you.

These documents all contain lists of items you can send to your Simpro

  1. Orders

    Are confirmations of any order your store has received from you. If you or your staff order any items over the counter or by phone or email will result in an Order confirmation being sent to Live Catalogue.

  2. Invoices

    Every invoice is automatically available through Live Catalogue and you can send all or some of the items to Simpro as a purchase order or add them to an existing quote or job.

  3. Vendor Quotes

    Whenever you request a special price from your store a Vendor quote will be sent to Live Catalogue

Let's run through an example using an Invoice.

Note: The process is identical for all documents 3 document types

  1. Click on the "Send to Simpro" button and a popup window will appear asking you to select where, in Simpro, you want to send the items to.

The choices are:

1. Existing Quote or Job

2. Existing, New Stock or Job based Purchase Orders

3. Create Pre-Build
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Click on any of these links to view the relevant article.

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