Overview
Enable technicians to quickly log field purchases without requiring the full purchase order workflow, improving real-time inventory and cost tracking.
Current Limitations
• Full PO workflow is required for all purchases
• Not practical for technicians making immediate purchases
• Receipt capture and linkage to inventory is not streamlined
General Example
A technician buys parts locally during a repair but cannot easily log the purchase in real time, resulting in delayed or missing cost tracking.
Requested Enhancements
- Add “Quick PO” option:
- Quantity
- Price
- Vendor (optional)
- Enable receipt capture (image upload)
- Log purchaser and notes
- Automatically update inventory upon submission
- Maintain linkage between purchase, receipt, and inventory log
Business Value
• Improves real-time cost tracking
• Reduces friction for technicians
• Captures purchases that would otherwise go untracked
• Minimizes dependency on office workflows
