Is it possible to create one purchase order for multiple tasks?
Currently, there is no ability to link multiple tasks to a single blanket purchase order (a supplier purchase order for materials).You can create a task purchase order or a warehouse purchase order.
Where are purchase orders raised from in Uptick?
Purchase orders can be created in two ways:
Task-based Purchase Orders: Raised directly from within a task to order materials specifically for that task.
Warehouse Purchase Orders: Raised via Billing > Purchase Orders > Create Purchase Order to replenish stock in your warehouse.
Note: You will need to have the Stock and Warehousing extension turned on. for the second option. Please reach out to support to have this turned on.
Can purchase orders be raised directly from an accepted quote?
No, purchase orders cannot be created directly from a quote. The workflow is:
Once a quote is accepted, create a task from that quote.
From that task, raise your purchase order.
The quoted items will automatically pull through. You can select all items or specific materials if you need separate POs for different suppliers.
Note: Raising the PO from the task ensures that actual costs tie directly into task profitability.
Can a client's PO number from a quote approval carry through to the task or invoice?
A PO number entered by a client on the quote approval link is the client's own reference, not an Uptick purchase order. When a quote is approved through the approval link, the Authorisation reference, comment and attached document carry through to any task created from that quote. If the quote was marked approved manually (Mark approved) instead of through the link, these details are not captured, so add the client's PO reference to the task yourself.
Why is VAT showing on a purchase order for a supplier that isn't VAT registered?
A purchase order line item takes its tax code from the Default Tax Code on the supplier and on the product. If only one of them has a Default Tax Code, the line uses that code. If both have one, the line uses the tax the two codes have in common. If neither has one, the line uses your organisation's default tax code, which is the standard rate for your country (for example, 20% VAT in the UK).
For a supplier that isn't VAT registered, edit the supplier and set its Default Tax Code (for example, Tax Exempt or Zero-Rated). It applies to new purchase order and bill lines for that supplier. For a supplier linked to your accounting partner, the field isn't on the supplier's update form. Where the accounting partner holds a default purchases tax rate for the contact (for example, in Xero), it comes across to the supplier's Default Tax Code when the supplier syncs.
You can also set a Default Tax Code on the product (see Create and manage products and pricing), or change the tax code on each line item of an existing purchase order:
Open the purchase order. If it has already been submitted, click its status and select Revert to draft — available on any status except Voided, Deleted, or Paid, as long as no items have been docketed (see Understanding purchase order status).
Click the Tax Code field on each line item and select the correct code (for example, Tax Exempt).
Follow the standard workflow to re-submit the purchase order.
The tax code you set carries through to the PO bill when it is raised, and the PO bill is what syncs to your accounting partner.
A supplier's Default Tax Code applies to lines added after it is set. Lines already on a purchase order keep their tax code, so change those on each line item.