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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

 

Screenshot_23

 

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 

 

Screenshot_24

  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