UpKeep StrawberrySomeone still has to update purchase order. It does not have to be you
Hand a companion the outcome. It reads the UpKeep purchase orders, does the 9-operation version of the job, and stops for your click on anything that changes a record.
Open the purchase order. Check it against something else. Write the change. Move to the next one. That is the UpKeep afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a purchase order until you approve it.
What it can do is exactly what UpKeep exposes to an account you authorise and nothing beyond it: 9 operations, 5 reads and 4 writes. In practice that means it can update a purchase order, create a work order and create request, and work across the purchase orders, assets and locations.
The UpKeep API stops at UpKeep. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Where do the purchase orders come from?
5 of the 9 operations are reads.
Your account, not a guess at it: a companion can find a vendor, find an user and find a part, and the full list below is the whole list, with nothing inferred from UpKeep's documentation.
The purchase orders are what most of this inventory is about, alongside the assets. A companion can hold all 9 of these operations and forty open tabs in the same pass, which is how an afternoon of UpKeep admin becomes a queue you review.
- Find Vendor
- Find User
- Find Part
- Find Location
- Find Asset
Which purchase orders wait for your approval?
All 4 write operations wait for you.
A companion can update a purchase order, create a work order and create request, and each one is staged on an approval card first: you see the purchase order, the field and the new value before it lands in UpKeep.
Nothing in UpKeep is sent, changed or deleted on your behalf without that click, and a rejected card leaves the purchase order exactly as it was. The gate is the same one on every surface, described at security.
- Update Purchase Order
- Create Work Order
- Create Request
- Create Purchase Order
What does the recurring purchase orders pass look like?
Yes.
Saved as a routine, the UpKeep purchase orders pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The operations playbook catalogues the other recurring shapes of the planning, the UpKeep purchase orders sweep among them, and finished runs are published at real runs.
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