How to create a purchase order via the estimates page.

Purchase Orders can be created in three ways: via the Estimate, directly from the Purchase Order menu, or the Quick Add menu. The most efficient method is via the Estimate.

Steps:

1. Navigate to JOBS > Estimates

2. Select the Job No. hyperlink that needs a Purchase Order

3. Select a relevant Task Type that needs a Purchase Order

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4. Select CREATE PO

Users can create a Purchase Order for multiple task types on an estimate or multiple Purchase Orders for a single Task Type. Please note that only the charge type "S" for supplier can be created for a Purchase Order.

5. Enter or Edit the following information

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	Entry Description
Units	Enter the Units
Rate	Enter the Rate
Supplier	Enter or Select the Supplier

6. Select OK

7. A Purchase Order screen will appear where users can edit the units and rate as well as add other amounts to the PO if required.

8. Select SUBMIT