These are the available documents you can send items to in Simpro.
The choices are:
Adding items to Existing Purchase Orders
If you choose Existing Purchase Order, we will reach out to Simpro and display a list of Purchase Orders to select from.
Select the Purchase Order you want and click on the "Send" button.
You will see this confirmation banner displayed
Creating a New Purchase Order for Stock items
Simply select "New Purchase Order" from the dropdown list.
Then click on the "Send" button and we will create a new "Stock" based Purchase Order in Simpro.
Creating a new Job based Purchase Order
To create a new Purchase Order, in Simpro, that is for an existing Job simply select "New Job based Purchase Order" from the dropdown list.
Then choose the Job you want to create a Purchase Order for.
Where the Job you select has only one Cost Centre, we will create the new Purchase Order automatically.
Choosing which Cost Centre to use
If the Job you have selected is made up of 2 or more Cost Centres, you will need to tell us into which Cost Centre items should be inserted.
You can see how to select and assign to multiple Cost Centres by clicking here: