Our September product release is here! Watch below.
PeerAssist offers the ability to create Purchase Orders from Field Material Requests made by your field personnel, or create new purchase orders on the website. Turn on FMR and PO Processing from the workflow and allow individual or all users to access each app.
Maintain individual vendor contacts and vendor specific material lists at the Admin level. You may upload a list of your vendors by using the template, follow the instructions and example provided and remove unnecessary data. Then import the vendor list to save. You may also copy a material list from another existing vendor, build a list from items on your company’s master material list, or add individual items as needed. Export your stored list and send directly to a vendor so they can provide you with updated pricing ensuring accurate POs throughout your project.
The new Purchasing dashboard displays FMRs In Progress and Completed, and POs in all stages. Click on any open Request to start a PO, or start a PO from scratch in the PO Processing tab. When starting a PO from an FMR "In Progress", toggle between items ordered, items remaining or all, and use the convenient Order All button to update the needed quantity.
And Add supporting document attachments as needed, such as payment terms. Add notes and update shipping information. Select a vendor, add tax rates and payment terms as needed from the drop down. Add additional materials and choose from the company's master list, the project specific list or the vendor material list. Next send out your PO with or without pricing to your vendor and internal team contacts.
On the PO Processing tab use the filters feature to narrow your view and export an excel file to create PO reports as needed. Easily view POs from the dashboard, and PO revisions can be made at any time.