Question 1

How do I create a purchase order in Claimory?

Accepted Answer

In Claimory, a purchase order starts on the Inventory page. The Create Purchase Order wizard runs in three steps: pick the items to order, set the quantities, which Claimory suggests from each item's reorder quantity or reorder point, then choose the vendor, the expected date and any notes. Claimory saves it as a parts order for that vendor. Claimory AI can also draft a parts order that waits for your approval.

Question 2

Can I track delivery status for Claimory parts orders?

Accepted Answer

Yes. A Claimory parts order moves through Pending, Ordered, Shipped, Partial, Received or Canceled as the shop updates it, and carries the expected date. Orders are grouped by status on the Inventory page. Claimory does not send reminders as an expected date approaches.

Question 3

What happens when a Claimory parts order arrives?

Accepted Answer

Receiving a Claimory parts order records the quantity received on each line, supports a partial delivery, and adds the received quantity to each item's stock on hand.

Question 4

Does Claimory manage vendor information for ordering?

Accepted Answer

Yes. A Claimory vendor profile holds the contact, phone, email, address, account number, payment terms, capabilities, a preferred-vendor star and notes, and preferred vendors are marked in the order wizard's vendor list. Claimory does not calculate per-vendor spend or delivery times today.

Question 5

Are Claimory purchase orders tied to specific claims?

Accepted Answer

No. A Claimory parts order belongs to the shop and the vendor, not to a claim or a supplement. Parts cost on a repair is entered as a cost entry on the claim's Financials tab, which feeds that claim's margin.

Question 6

Can Claimory email a purchase order to the vendor or print it?

Accepted Answer

Not today. Claimory does not generate a purchase order PDF or email an order to the vendor, so the shop sends the order to the vendor the way it already does and records it in Claimory.

Question 7

Does Claimory support purchase order templates or order search?

Accepted Answer

Not today. Claimory has no purchase order templates and no search across past orders; orders are listed by status on the Inventory page, and each new order's quantities are suggested from the items' reorder settings.

Question 8

Who can create and delete Claimory parts orders?

Accepted Answer

Every member of a shop's Claimory workspace can create and update parts orders. Deleting a parts order is limited to admins and managers, and Postgres row-level security keeps each shop's orders away from every other shop.

Question 9

Which Claimory plans include parts ordering?

Accepted Answer

Claimory parts ordering is part of vendors and inventory, included on Professional ($129.99 per month) and up and in the free trial. Starter ($49.99 per month) does not include it.

Track Every Part From Order To Install

Lost POs, Mystery Parts

Every Part Tracked Automatically

Complete Parts Management

Digital PO Creation

Delivery Tracking

Vendor Management

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Complete History

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Questions About Purchase Orders