Return incomplete forms, send purchase orders, file agreements. Every one is ready to run, and you can adjust it in plain language.
Flag supply risks beside draft orders for review.
Get draft purchase orders for missing materials on upcoming ServiceM8 jobs, with job notes that flag gaps before crews start work.
Keep supplier setup tied to approved orders without duplicate cases.
Your supplier setup work follows purchase orders, with a linked case when needed and a clear reason when no new case opens.