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Is it possible to create one purchase order for multiple tasks?
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. You can create a task purchase order or a warehouse purchase order.
Where are purchase orders raised from in Uptick?
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?
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.