Setup
You will need the Purchase Order module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can view purchase orders.
Can create and update purchase orders and dockets.
Upload documents.
Click here to learn about permissions and security groups.
How to create a purchase order
Please add products to the Work Tab of the task before creating a Purchase Order. This is so that the cost pulls through accurately for profitability reporting. Learn How to add a product to a task.
1. Open the task and click Create Purchase Order under the Process section on the Task tab.
1. Open the task and click Create Purchase Order under the Process section on the Task tab.
2. Select Supplier and Type.
2. Select Supplier and Type.
Subcontractor-type Purchase Orders include a field to select an existing contractor; If left empty, defaults to the contractor associated with the supplier.
3. Select Task products to be added to the Purchase Order and click Save Purchase Order.
3. Select Task products to be added to the Purchase Order and click Save Purchase Order.
Only task products not yet linked to a Purchase Order appear here.
4. Review Purchase Order (Summary, Line Items, Documents)
4. Review Purchase Order (Summary, Line Items, Documents)
Summary.
Line Items: Only changes to unit price will be reflected on the work tab of the task, while updates to the product, description, or quantity will not.
Documents: internal only— these will not be sent to the supplier nor visible to the client.
Available fields on a purchase order:
Required (Ref, Supplier, Type)
Required (Ref, Supplier, Type)
Ref: Automatically generated by Uptick as it has to be unique.
Supplier: Drop down list of your suppliers stored in Uptick.
Type: Select materials, equipment, or a subcontractor.
Optional (Date, Email Contact, Supplier ref, Description, Delivery Instructions, Estimated delivery date)
Optional (Date, Email Contact, Supplier ref, Description, Delivery Instructions, Estimated delivery date)
Date: defaults to today but can be manually adjusted.
Email Contact: Leave blank to use the supplier’s main contact, or select a different one from the Supplier’s contacts.
Supplier ref..
Description.
Delivery Instructions: Select a preset for pickup or delivery (you can pick from onsite or a warehouse). this will auto-fill details that you can edit for the supplier’s PO.
Estimated delivery date.
