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How to create a purchase order via the estimates page

This guide provides steps to create a purchase order directly from an estimate.

Step by Step Guide:

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

Tip: 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

4. Select CREATE PO

5. Enter or Edit the following information:

  • Units- Enter the Units
  • Rate- Enter the Rate
  • Supplier- Enter or Select the Supplier

6. Select SAVE.

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