How to Create a Work Order or Purchase Order from Service Request?

1. Click Tenant Management under Administration, then select Service Requests

Select 'Service Request' under the 'Tenant Management' dropdown.

2. Find the request needing approval and click on the reference number

click on the 'View Details' icon.

3. Within the Service Request/Details page, click on “Assign Vendor”

Within the Service Request/Details page, click on 'Assign Vendor'

4. To assign the Service Request to a Vendor, choose “Create Work Order.”

To assign the Service Request to a Vendor, choose 'Create Work Order.'

5. Fill in all necessary fields accurately for the Work Order Request

Fill in all necessary fields accurately for the Work Order Request.

6. Select the required options by ticking the boxes accordingly

Select the required options by ticking the boxes accordingly.

7. Enter details under Tenant Information and Unit Entry Log

Navigate to 'TENANT INFORMATION.' & fill the necessary information.

8. Complete the necessary fields under unit entry log

Complete the necessary fields under 'UNIT ENTRY LOG.'

9. If you have any attachment/document, upload here

Submit the Work Order.

10. Submit the Work Order

Submit the Work Order.

11. You will see the status as “Assigned.”

You will see the status as 'Assigned.'

12. Choose “Create Purchase Order.”

Choose 'Create Purchase Order.'

13. The Purchase Order will be generated with the basic saved information; scroll down for more options

Click 'COMPANY:'

14. Fill in the required fields

Fill in the required fields

15. Verify the Grand Total and apply any discounts, taxes, or shipping fees

Once quantities and prices are entered, the Grand Total will be calculated. Add any applicable discounts, taxes, shipping costs, or other charges.

16. click on “Submit” to finalize the Purchase Order

click on 'Submit' to finalize the Purchase Order.