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?
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.
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 product's Default Tax Code if one is set on the product; otherwise it uses your organisation's default tax code — the standard rate for your country (for example, 20% VAT in the UK). Either way, the supplier's VAT registration does not change it: Uptick does not pull a supplier's tax code from your accounting partner (such as Xero or Sage 50) onto purchase order line items, so setting the supplier to Tax Exempt or Zero-Rated in your accounting software, or running a sync, will not change the tax on a purchase order.
To change the tax, set a Default Tax Code on the product (see Create and manage products and pricing), or set the tax code on each line item:
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.
Unless the product carries a Default Tax Code, you will need to set the tax code manually on each purchase order raised for a supplier that isn't VAT registered, as Uptick does not store a default tax code against suppliers. If this affects your workflow, contact [email protected] so it can be raised with our product team.