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5Hiya,
For context, I work in Solar PV and sell different products (solar panels, inverters, batteries) that are then installed. I'm building out the Purchasing and Inventory of our CRM and am struggling to bridge between the Orders (the sales side) and the Work Orders (the installation side).
We create Orders with Product Lines, when the customer goes ahead we make associated Work Orders and Service Tasks to complete the installation (in Field Service). I want the Products listed in the order to be automatically associated with the Work Order - or Service Task? - so that we can see 'live' quantities of products that we have in inventory vs. what needs to be ordered / is listed in an Order and due to be installed in 'X' weeks. This will also allow the installers to update the stock quantities in the Field Service app.
This needs to be automatic should there be any changes in the Order which would need to be reflected in ensuring Products are available for installation. We're currently using 'Advanced Find' with filters to search for Order Names (not even Product Lines) with 'Start Dates' in the Work Orders - and do this monthly to order stock, but it means that we miss things add and it doesn't link to inventory at all or purchasing.
Hoping there's an answer to this.
Thanks,
Amy
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