Send PO notifications to technicians using the Purchasing and Inventory modulesLast updated on 10/28/2022
Send a text message or email to your technicians to notify them of shipment pick up details.
Send a notification to your technician
Go to the navigation bar and click Inventory.
In the side menu, click Purchase Orders.
Click Partially Received or Received tab.
Select the PO for which you want to send a notification. The Partially Received P.O. or Received P.O. screen opens.
Click Notify Technician. Note: This button is enabled only if a technician is assigned to the PO.
The Notify Technician pop-up opens.
Select how you want to notify your technician:
Send Text
Send Email with copy of PO
In the Instructions for Technicians field, enter additional instructions for your technician.
When you’re done, click Send Notification.
View an audit trail of notifications you sent for a PO
If you’re using the Purchasing or Inventory module and you want to see an audit trail of notifications you sent for a PO:
Go to the navigation bar and click Inventory.
On the side menu, click Purchase Orders.
In the Partially Received or Received tab, select the PO for which you want to see an audit trail.
Click the Comment icon.
The Comments flyout opens listing the notifications sent out for this PO.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.