M06.04
POs, vendors, and receiving
Three-way match. No match, no pay.
- Issue POs with job numbers and delivery dates
- Receive against the PO, not the packing-slip story
- Hold unmatched invoices
Procure-to-pay
- 01Need
Field or estimating requests with job, qty, date needed.
- 02PO
Numbered, terms, ship-to, job, product IDs, color, price.
- 03Confirm
Vendor ack. If they change ship date, field hears it the same hour.
- 04Receive
Count, photo, note lots, note damage. Sign.
- 05Match
PO + receiving + invoice. Discrepancy = hold and email.
Takeaways
- Every buy has a job and a reason.
- Short kits are an emergency.
- Vendor relationships are polite and documented.
SOPSOP Section 3 — Warehouse, Inventory & Install Scheduling