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
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.
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:
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.
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