Start with Your Service Job
Head over to the Service Jobs module in your POS. Open the job you’re working on (or create a new one) and navigate to the Tasks tab.
From here, you’ll add the necessary part as a task line. Select Part, choose the product, and under Part Consumption, pick Source From PO (When job saves).
This small change is what allows the system to create or link a PO automatically, saving you the trouble later.
Create or Link the Purchase Order, Then Receive It
Once you confirm your choice, a window will appear giving you the option to either select an existing unmapped PO line or create a new one right on the spot.
For new orders, follow the regular PO creation process. You can even include more items than the current job requires which is ideal for stocking up ahead of time.
When the PO arrives, simply receive it in the system. As soon as it’s received, Flawless POS will automatically consume the part into the linked service job, updating the status without any manual linking. From that moment, your job is ready to move forward without extra clicks or delays.
Key Features That Make It Easy
Using this feature is about more than convenience, it’s about building a smoother workflow that keeps your jobs moving.
These features keep your team focused on the work that matters most, not on tracking down paperwork or double-checking inventory links.
Final Tip: Keep Your Process Simple
The beauty of this feature is that it works quietly in the background. You still control which POs are linked, but you no longer have to spend time manually updating jobs when parts arrive.
Think of it as setting the stage for smooth operations. You set it once, and the rest flows without interruption. The fewer manual steps in your process, the more time you have to focus on delivering excellent service.
And if you ever need help setting this up, Flawless Support can walk you through it so it fits seamlessly into your workflow.
