It is important for an SMB to have an advance purchase order software application so that it can execute the purchasing of goods and services from vendors and keep track of it. Link PO with Sales Order and inventory. A multi locations inventory management with kitting and bill of material support provides a fully functioning online ERP solution.

1. Purchase Order and
Inventory Management
Training
2021
https://datamoto.com

2. Agenda
Application Introduction
Architecture
Exercises

3. Solution Offering
Brings together Inventory, Order, Asset and Field Service
A Built-in Integrated Application for SMB and Enterprise
Multi-locations Inventory Management
• Item tracking including transfer among locations
Purchase and Sales Order Management
• Purchase order to invoice including customer & vendor management
Field Service - Work Order
• Manage task, assets and parts, and issue purchase order to invoice
Asset Management
• Organize assets by org for better tracking
Quickbooks Integration
• Quickbooks online and Desktop synchronization
Inventory Management
Purchase Order Sales Order
Work Order
Asset Management
Scheduler
Resource Timesheet
3rd Party Accounting, HCM and CRM

4. Feature Details
Cloud and Mobile App
SALES & DISTRIBUTION
• Work Order
• Schedule and Dispatch
• Equipment Management
• Inventory (Parts) Management
• Purchase Order
• Vendor Catalog
• Pricing Tool
• Estimate & Invoice
• Timesheet
• Work Order
• Scheduling Plan
• Asset Management
• Inventory Management
• Purchase Order
• Timesheet
• Multi-locations Inventory
• Purchase Order to Invoice
• Sales Order to Invoice
• Customer Management
• Vendor Management
• QuickBooks Integration
FIELD SERVICE PLANT MAINTENANCE

5. Functional Architecture
Invoice
Fulfilment
Receive
Bill
Quote
Inventory Quickbooks Sync
(Online and Desktop)
Sales
Purchase
Field
Service
-
Work
Order

6. Hibernate Session Service
Shared DB Driver Multi-tenant DB Driver
Shared DB container
Tenant DB container
DB Service
Company Account
Business Service
REST Service
Email, PDF, etc.
Customers/
Vendors
Security
Users/
Permissions
Order Mgmt
Credit Card Inventory
Setting
Company Create
Security
Sales Order
Payment Billing
Purchase Order
Customers/
Vendors
Inventory
Invoice Quote
Client Inventory
Quote
Invoice
Purchase
Company Account
API Key/Token Setting, Email
Sales
jWicket WebPage Service
Registration
Login
Business
Setting, etc.
Architecture
Inventory-Order
Mgmt App
Field Service -
Work Order App

7. Inventory - Order Management
https://app.datamoto.com

8. https://app.datamoto.com

9. Exercise 1: Setting
You use Setting for:
Company Address, Adding Users and Permissions, Customizing Invoice, Setting Warehouse and others…

10. Exercise 2: Inventory
All items in Inventory are priced using Base Currency. Base currency is your company’s currency
Table View
Tile View
Starts With
Setting
Adjusting Stock
Multiple Warehouses Transfer Bundling/Kitting Bill of Materials

11. Student Exercise I: Working on Inventory
Student Exercise
1. Setting warehouse locations
2. Manual or automatic item number generation setting
3. Add a new item
4. Manually adjust the inventory level
5. Reset the unit cost
6. Reset the category of the item
7. Recalculate the unit price (selling cost for all inventory items)
8. See detail of an inventory item
9. Advance search of an item
10. Inventory transfer between warehouses
11. Transfer items between warehouses
12. Bundling or kitting of items
13. Bill of Materials for manufacturing
Instructor will show first and
then student will follow

12. Exercise 3: Working on a Customer Enter few characters of starting name of the company & Enter
Click on the desired company
CUSTOMER SEARCH SELECT

13. Exercise 4: Adding a New Customer
1
2
3

14. Exercise 5: Adding a Job (for Quickbooks)
1
2
3
CUSTOMER SEARCH SELECT
4
5

15. Student Exercise II: Working on a Customer
Student Exercise
1. Add a customer. Use your own name as a customer name
2. Add a Job to your company: 1000
3. Add reminder, ”Call to Steve about the quote” set date as April 10th.
4. Add an activity note for the customer, ”Called Steve today. Quote will be approved by 1st week of April. He asked for
a call on April 10th.
5. List all the reminders of all the companies

16. Exercise 6: Vendor
1
2
3
4

17. Exercise 7: Quote to Cash - Adding a New Quote
CUSTOMER SEARCH SELECT QUOTE
1
Enter few characters of starting name of the company & Enter

18. Exercise 8: Quote to Cash - Quote to Invoice
CUSTOMER SEARCH SELECT QUOTE
1
Enter few characters of starting name of the company & Enter

19. Exercise 9: Quote to Cash - Quote to Sales Order
CUSTOMER SEARCH SELECT QUOTE
1
Enter few characters of starting name of the company & Enter

20. Exercise 10: Sales Order Fulfillment - Invoice, Packing List & Inventory
Adjustment
CUSTOMER SEARCH SELECT SALES
You must book an
order before
fulfilment
Booking order records pending SO

21. Exercise 11: Sales Order Fulfillment - Invoice, Packing List & Inventory
Adjustment
CUSTOMER SEARCH SELECT SALES
1 2
It deducts inventory
3 Either one

22. Exercise 12: Sales Order Fulfillment - Invoice, Packing List & Inventory
Adjustment
CUSTOMER SEARCH SELECT SALES
3
2
1
Finding past or unfinished
fulfillment

23. Exercise 13: Sales to Purchase Order
CUSTOMER SEARCH SELECT SALES SELECT PURCHASE
You deliver
items to
customer
Supplier will
directly deliver
to customer
1
2
3

24. Exercise 14: Receiving Purchase
CUSTOMER SEARCH SELECT PURCHASE
SELET
1
Enter few characters of starting name of the company & Enter

25. Exercise 15: Receiving Purchase
CUSTOMER SEARCH SELECT PURCHASE
SELET
You must APPROVE
an order before
receiving it
Booking order records
pending PO
It automatically generates bill and adjust invoice

26. Exercise 16: Attaching Vendor’s Invoice with Purchase Order
CUSTOMER SEARCH SELECT PURCHASE
SELET

27. Exercise 17: Creating Purchase Order without Sales Order
VENDOR SEARCH SELECT PURCHASE
1
Enter few characters of starting name of the company & Enter

28. Exercise 18: Create Ad-hoc Bills
VENDOR SEARCH SELECT BILL
1
Enter few characters of starting name of the company & Enter

29. 1
Enter few characters of starting name of the company & Enter
Exercise 19: Create Invoice without Quote or Sales Order
CUSTOMER SEARCH SELECT INVOICE

30. 1
Enter few characters of starting name of the company & Enter
Exercise 20: Create Sales Order without Quote
CUSTOMER SEARCH SELECT SALES

31. Exercise 21: You Want to Change Quantity for a PO Line Item
CUSTOMER SEARCH SELECT SALES SELECT PURCHASE SELECT EDIT
VENDOR SEARCH SELECT PURCHASE SEARCH SELECT EDIT

32. Exercise 22: Create Purchase Order from Inventory Alerts
1

33. Customers
5. Purchase Orders
6. Shipment, Invoice
2. Purchase Order
4. Order confirmation
1. Quote
Sales
Order
3. Sales Order
7. Shipment, Invoice
Customers
5. Purchase Orders
6.Invoice
2. Purchase Order
4. Order confirmation
1. Quote
Sales
Order
3. Sales Order
7. Shipment and Packing List
Exercise 23: Dropship - You are a Drop-ship Seller
A order can be combination of drop-ship and non drop-ship
b. Full drop-ship
a. Semi drop-ship
8. Invoice

34. Exercise 24: Dropship - You are a Drop-ship Seller: Semi Drop-ship
CUSTOMER SEARCH SELECT SALES SELECT PURCHASE
1
2
3
This is your company’s address

35. Exercise 25: Dropship - You are a Drop-ship Seller: Full Drop-ship
CUSTOMER SEARCH SELECT SALES SELECT PURCHASE
1
This is your customer’s address
2

36. Customers
1. Purchase Orders
2.Invoice
2. Purchase Order
4. Order confirmation
1. Quote
Sales
Order
3. Sales Order
3. Shipment, Packing List
Exercise 26: Dropship - Your Customer is a Drop-ship Seller
PO contains your buyer’s billing address &
buyer client’s shipping address

37. Exercise 27: Dropship - Your Customer is a Drop-ship Seller
1
CUSTOMER SEARCH SELECT SALES
Click on the address to
change the shipping
address. Rest of the
workflow is same. It will
auto adjust invoice &
packing list at fulfillment.
Buyer gets invoice and
buyer’s customer get
packing list without cost
from supplier. Buyer’s
customer gets invoice from
buyer.

38. Field Service - Work Order
https://wo.datamoto.com

39. ü Dispatch the right technician at the right time
ü On-demand or scheduled work orders
ü Add multiple equipment in a work order and track
equipment and parts status
ü Add materials and service notes in the work order
ü Smart forms for check list and report
ü Find vendors for the parts from vendor catalog
ü Locate parts and cost in the truck or other warehouse
locations
ü Create purchase order for multiple vendors in a click of a
button
ü Create estimate and invoice using intelligent pricing tool for
parts and equipment
ü Take pictures of job and generate PDF service report
Field Service & Plant Maintenance
Sales and Service App

40. Exercise 1: Setting

41. Exercise 2: Setting

42. Exercise 3: Setting

43. Exercise 4: Setting

44. Exercise 2: Create Work Order
CUSTOMER SEARCH SELECT CREATE SERVICE ORDER

45. Exercise 3: Schedule Resource to a Work Order
Click and drag it
Drop it one of the empty slot
Click on any sides and drag to adjust time
Schedule date

46. Exercise 3: Schedule Resource to a Work Order
More than 1 person
working for a workorder
Click to go to work order

47. Exercise 4: Work Orders Assigned to You
Click to go to Work Order

48. Exercise 4: Planned Work Orders - Recurrence Order

49. Work
Order
Quote
Assets
Material PO
Activities
SO
Invoice
ü Predictive or Planned
ü On-demand
Exercise 8: Field Service: Executing a Work Order
Keeping track of customers assets and warranties help you prepare for spare parts and upsell

50. Important Links
Website: https://datamoto.com/
Purchase Order: https://datamoto.com/purchase-order/
Sales Order: https://datamoto.com/online-sales-order-management-software/
Inventory Management: https://datamoto.com/online-inventory-management-software/
Field Service Management: https://datamoto.com/field-service-management/

51. Thank You