How to Bulk Send Jobs to Vendor

Modified on Mon, 18 Nov, 2024 at 9:25 AM

This article explains the steps to bulk select and send service jobs to a vendor, generating a vendor memo in the system.

You may refer to this video for a step-by-step guide on bulk-sending jobs to vendors: https://www.youtube.com/watch?v=Dq2wHSyqHvg

1. Access the Service Jobs Module

Go to the Service Jobs module from the POS Admin to see all available jobs.
Select jobs by pressing the Checkbox on the left side of each job.
To select all jobs on the page, check the box in the top left corner.

2. Initiate Bulk Sending

After selecting jobs, a pink rounded action button will appear, indicating the number of items selected.
Click the button and choose Send to Vendor to open the Send Jobs dialog.

3. Complete the Send Jobs Dialog

Enter the description and choose the Destination account or vendor. For this example, we will be selecting the vendor named Jov.
Optionally, select the shipping method and add a tracking number if applicable.
Once satisfied, click Send Jobs.

Note: This process may take up to a minute to complete.

4. Review and Send Vendor Memos

After processing, the action wizard will display all created Vendor Memos.
If jobs had different origins, multiple Vendor Memos will be created.
View the PDF for each memo by clicking on it in the wizard.
To send a memo document to the vendor, click Send memo document, which opens the Build Message dialog. Here, you can modify the message text, email address, and more.

Troubleshooting
For any issues encountered when bulk-sending jobs to vendors, please contact Flawless POS support for assistance.