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How to Create a Purchase Order (PO) Request in the Fogwing Asset+ CMMS Platform
How to Create a Purchase Order (PO) Request in the Fogwing Asset+ CMMS Platform

Learn how to create and execute PO requests in the Fogwing Asset+ platform.

Pooja Shetty avatar
Written by Pooja Shetty
Updated over a week ago

Creating a purchase order in the Fogwing Asset+ CMMS platform is straightforward. The Purchase Order Request, also known as a PO request, serves as a means to acquire parts from suppliers. PO requests are the baseline for parts receivables and refilling the inventory. They ensure authorized purchases, financial oversight, clear supplier agreements, compliance, and efficient inventory management, contributing to streamlined procurement processes and cost control. By following the steps outlined in this documentation, users can efficiently manage their procurement activities and maintain accurate records of all purchase transactions.

1. How do we Create Purchase Order Requests in the Fogwing Asset+ CMMS Platform?

Fogwing Asset+ CMMS Platform enables its users to create and manage a purchase order request effectively. Here are the step-by-step instructions for creating a purchase order on The Fogwing Asset+ Platform.

Steps to create a new Purchase Order Request on the Fogwing Asset+:

  • Login to your Fogwing Asset+ account by visiting https://app.assetplus.ai/

  • Click on the Settings menu item present on the menu bar.

  • Once on the settings page, click on Parts Management in the navigation bar and then on the "PO Request" section.

  • You will be navigated to the PO Request Page.

  • Click on the Create PO Request button.

  • Create PO Request form will appear.

  • Enter the required details and click on the submit button.

Steps to add Purchase Order line item in the Fogwing Asset+ Platform:

  • Click on the Add PO line item button.

  • You will receive the Add PO line item popup.

  • Enter the required details and click on the submit button.

  • Click on Export as PDF to export the Po request submitted.

Steps to Update PO line item in the Fogwing Asset+ Platform:

  • Click on the three dots under the action section for the PO line item you wish to update.

  • Click on the View/Edit option.

  • Update PO line item popup will appear.

  • Make the required changes in the PO line item and click on the Update button.

Steps to Delete PO line item in the Fogwing Asset+ Platform:

  • Click on the three dots under the action section for the PO line item you wish to delete.

  • Click on the Delete option.

  • Delete PO line item popup will appear with the message Are you sure to delete PO line item Code ?.

  • Click on yes to delete the PO line item.

2. How do we View/Edit Purchase Order Requests in the Fogwing Asset+ Platform?

Steps to View/Edit Purchase Order Request on the Fogwing Asset+:

  • Login to your Fogwing Asset+ account by visiting https://app.assetplus.ai/

  • Click on the Settings menu item present on the menu bar.

  • Once on the settings page, click on Parts Management in the navigation bar and then on the "PO Request" section.

  • You will be navigated to the PO Request Page.

  • Click on the three dots under the action section for the PO request you wish to View/Edit.

  • Click on the View/Edit option.

  • The "Update PO Request" form will appear. Make the required changes in the PO Request form.

3. How do we Export the Purchase Order Requests in the Fogwing Asset+ Platform?

Steps to Export Purchase Order Request on the Fogwing Asset+:

  • Login to your Fogwing Asset+ account by visiting https://app.assetplus.ai/

  • Click on the Settings menu item present on the menu bar.

  • Once on the settings page, click on Parts Management in the navigation bar and then on the "PO Request" section.

  • You will be navigated to the PO Request Page.

  • Click on the three dots under the action section for the PO request you wish to export.

  • Click on the export button and save the file in the required folder.

3. How do we Delete the Purchase Order Requests in the Fogwing Asset+ Platform?

Steps to Delete Purchase Order Request on the Fogwing Asset+:

  • Login to your Fogwing Asset+ account by visiting https://app.assetplus.ai/

  • Click on the Settings menu item present on the menu bar.

  • Once on the settings page, click on Parts Management in the navigation bar and then on the "PO Request" section.

  • You will be navigated to the PO Request Page.

  • Click on the three dots under the action section for the PO request you wish to delete.

  • Click on the delete button to delete the required Purchase Order.

  • You will receive the pop-up: " Are you sure to delete PO_Number?

  • Click on "yes" to delete the purchase order request created.

For any feedback and enquires on the functionalities of the plant in Asset+, write to our support team at [email protected]

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