From the Store menu you can click on Orders, Vendor Quotes or Invoices to view documents that are automatically entered into Sparky for you.
These documents all contain lists of items you can send to your Simpro
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 Sparky.
Vendor quotes
Whenever you request a special price from your store a Vendor quote will be sent to Sparky.
You can then transfer all these items into Simpro.
Invoices
Every invoice is automatically available through Sparky 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.
Let's run through an example using an Invoice.
Note: The process is identical for all documents 3 document types
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.
If you choose Existing Quote or Existing Job, Sparky will reach out to Simpro and give you a list of Quotes or Jobs to select from.
Click on the "Add" button.
If the Quote or Job you selected only has 1 Cost Centre then Sparky will go ahead and add these materials item(s) to the Quote/Job.
Allowing for Sections and Cost centres
If the Quote/Job, you have selected, is made up of 2 or more Cost Centres then you will need to tell Sparky into which Cost Centre items should be inserted.
You can see how to select and assign to multiple Cost Centres by clicking here: