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Easily generate a Reece purchase order and submit it without leaving FieldPulse! Before continuing, be sure you have the Reece maX integration set up, as well as purchase orders enabled.
Navigate to your left hand menu and click on Purchase Orders. Click on Purchase Orders Once on the Purchase Orders page, click Create Order. Click on Create Order Click in the Supplier search box and look for Reece maX in the dropdown menu. Once you’ve found Reece maX, click Select Supplier. Enter the vendor order number in the search box, select either Pickup or Delivery. If required, enter the delivery address. If you select Pickup, the address will default to your Reece Home Branch. Click on Supplier *… Start adding items to the purchase order! Click in the item search bar and start typing to pull up a list of all Reece parts matching your search. When you find the part you’re looking for, click Add Item. Once you have added a line item you can repeat the process for any additional items you want to add to your PO. Don’t forget to set the quantity of each item. Click on … Complete the remainder of the purchase order, then press Save. When you’re ready to order, submit the order! Once the items have been processed, this order will show up in your maX account. Click on save…
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.