You can now order products from Heritage without ever leaving Pool Brain! 📦 🚚
Order products, track shipping, receive purchased items directly into inventory for trucks or locations, check branch inventory, and create new products in Pool Brain using Heritage info as an auto-filled starting point. ...and we're STILL just getting started 😎
Order Products From Heritage Using Purchase Orders
If you have your Heritage API key connected in Pool Brain settings, you can now order from Heritage directly through Pool Brain web dashboard. We're adding similar technician app based features soon.
Create a new purchase order through the "quick create" menu
Choose the Heritage branch you want to order from. You can also select any of your company divisions / ship-to locations on file with Heritage which adjusts the available branches.
Search the Heritage product catalog to add an item to the purchase order
(photo, name, part #, unit of measure, and quantity in stock for the selected branch are all displayed)
If your order is for a future date, set the expected delivery date for when you'd like the order to arrive
Set the shipping method as pick up (will call) or have it delivered via Heritage, UPS, FedEx, or a different available method
Click "PLACE ORDER" button to instantly place your order with Heritage or change status to "NEEDS REVIEW" if a manager should review before ordering
Shipment Tracking & Reporting for Purchase Orders
View shipping status at a glance and click for details such as tracking number and which items are in each shipment
Click the activity history icon to view details for all actions taken on the purchase order (which user edited which things and when)
Reports page now has a "Purchase Orders" section so you can track which POs are needing review, pending delivery, partially received, or fully received.
Receive Products From Purchase Orders Into Inventory
Click "RECEIVE ITEMS" button at the top of the purchase order to add them to any location or truck inventory
Select received quantity and location
If the items aren't yet linked to a product in Pool Brain, you can search Pool Brain products to link them or create a new product using Heritage auto-fill info
Inventory location displays beneath each line item and purchase order status changes to "RECEIVED" automatically
Create New Products Using Heritage Info
When creating a new product in Pool Brain, a "Heritage auto-fill" option now exists in the top right corner
Click "auto-fill" to search the Heritage catalog for any product and use it's info as a starting point
Product name, description, Heritage item number, manufacturer part number, cost, and photos will fill into the corresponding fields in Pool Brain automatically. Click "SAVE" to create the new product or make any changes before saving.
New Office Staff Permissions
Can create purchase orders
Must have this permission to create draft purchase orders
Can edit purchase orders
Must have this permission to edit purchase orders (orders that have already been placed can never be edited)
Can delete purchase orders
Must have this permission to delete purchase orders
Can place purchase order
Must have this permission to place an order with Heritage
Can receive purchase order items
Must have this permission to receive items from purchase orders into inventory (order is marked as "received" once all items are received)
API Improvements
Quotes_status_details endpoint now has "from" and "to" date parameters
V2 version support
Other Improvements
In the mobile app, technicians can now choose whether to optimize routes they're assigned to from their current GPS location or the route start location
The technician permission "Can assign and remove technicians from routes" is now a sub-permission of "Can view other technician's routes"