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Overview

When running a field service business, staying on top of parts, products, and supplier purchases is just as critical as managing jobs. Without a clear process, tracking supplier purchases, monitoring costs, and ensuring the timely availability of parts and products to complete a job can become overwhelming. That’s where Zuper’s Material Orders (MO) feature comes in. It streamlines the entire procurement process—from request to approval to supplier fulfillment—giving you complete visibility and control over your purchasing operations. With Material Orders in Zuper, you can create, approve, and manage all your procurement needs in one place. You can also create a material order directly from a job or quote, ensuring a smooth connection between customer requirements and procurement. Whether the MO items are added from an associated job or quote, selected from the supplier catalog, or created as a custom line item, the feature ensures that every material order is tracked, documented, and associated with the jobs or quotes that require them. This not only improves accuracy but also keeps your field teams supplied with what they need, when they need it. This feature provides a comprehensive view of your procurement cycle, helping you answer key questions like:
  • What MO items and quantities are requested for upcoming jobs and quoted to customers?
  • Which material orders are pending, approved, or fulfilled?
  • How much are we spending on procurement across suppliers?
  • Are our procurement costs aligned with job and project budgets?

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Prerequisite

This feature is available only on select Zuper plans. To enable it for your account, please contact your account administrator or email us at support@zuper.co

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Key Benefits of Zuper’s Material Order Feature

  1. Centralized Procurement Management Create and track material order status directly from the associated Quotes, Jobs, or Material Requests. Every MO is documented and connected, giving you a clear trail from request to delivery.
  2. Supplier Management
    Manage and link suppliers to your material orders with ease. Track supplier approvals and rejections, monitor delivery timelines, and build stronger supplier relationships.
  3. Approval Workflows
    Set up internal approval processes to ensure that only authorized suppliers are made. This adds an extra layer of accountability and prevents overspending.
  4. Cost Transparency
    Stay on top of your spending by monitoring material order amounts, fulfillment status, and outstanding requests. Gain better financial control across jobs and projects.
  5. Seamless Job and Inventory Integration
    If associated with a job, received items are automatically updated under the job’s details. If linked to inventory, stock levels are updated in real time, ensuring field teams always have the parts they need.
Next Steps
The following guides will help you get started with Material Orders in Zuper: