Purchasing Agent Process
Purchasing Agent (PA)
Service Work:
All Pre estimated jobs will have a stock list emailed to PA from estimator.
All Jobs awarded the estimator will always email list to PA
Send email to 3 preferred vendors and BCC them all a request for pricing.
Once PA is OK with pricing and availability he can approve the sale to the vendor and issue PO
Exception to rule: If you only need a few items to complete job right then and there the tech can go to supply house to pick up stock. After getting a PO from PA
All materials needed by technician needs to have a PO issues from PA
Go to Job in service Titan get a job number from that days job or project. (preferably the money invoice if there is one)
Technician after making purchase should enter PO into Titan
PA need to Verify that PO was actually entered into Service Titan
Fire Alarm & Security:
All Pre estimated jobs will have a stock list emailed to PA from estimator.
All Jobs awarded the estimator will always email list to PA
Send email to 3 preferred vendors and BCC them all a request for pricing.
Once PA is OK with pricing and availability he can approve the sale to the vendor and issue PO
Exception to rule: If you only need a few items to complete job right then and there the tech can go to supply house to pick up stock. After getting a PO from PA
All materials needed by technician needs to have a PO issues from PA
Go to Job in service Titan get a job number from that days job or project. (preferably the money invoice if there is one)
Technician after making purchase should enter PO into Titan
PA need to Verify that PO was actually entered into Service Titan