Purchase Orders
Whether you generate purchase orders in SmartOffice, through your accounting software, or by hand, SmartOffice can track the PO numbers and status of each item, so that everyone on the project knows the status at each step. This reduces stress for your purchasing staff by eliminating "Did you order it?" emails, phone calls, and conversations.
Through advanced proposal and products database integration you can track each item on a proposal even if one line item is split among more than one purchase order (such as a cable that may not all be needed at once). You can aggregate products from multiple proposals to maximize quantities to earn discounts or free shipping from vendors.
SmartOffice is full integrated with all aspects of your projects; items deleted via change order are flagged automatically to avoid ordering in error.
Allocation
SmartOffice will quickly generate an allocation report, which designates
where each item in a purchase is intended for. In addition you can create alllocationlabels to attach to products as they are received. These labels clearly show the PO number, the item number and the proposal it was ordered for. Other details include the client name, the zone and the discipline.
About SmartOffice by Simply Reliable
SmartOffice offers the most complete proposal, operational and financial software in the custom installation industry. From prospects to project completion, SmartOffice will create process for your company. An intuitive interface leads the user through initial customer contact, the proposal process, design, project management, labor integration and finally to accounting and billing. This information sheet focuses on the Communications feature of SmartOffice. Contact us for more information regarding the rest of our software.