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How to create multiple purchase orders for one line item

Add another Purchase Order to a Line Item on an Estimate for which an existing Order has already been created

Step by Step Guide: 

1. Navigate to Jobs > Estimates

2. Select the Job No.

3. Click Add Lines From Template

4. Check the box of the Description you want to add

Tip: - When you click "Create PO" - If one or more PO's have been previously been created for that line/entry, the system will warn the user "Warning - PO's have already been created for this entry".

  • Click Close to continue. The purpose of this is simply to make the user aware of what they are doing.
  • Now, after clicking "Create PO" - the system will allow you to edit the units/rates for the PO.

5. For example of the Estimate line is for 10 units at $500 – that will display as the default value for the PO creation, but the user can then change that to the units/rate value you want for the PO they are creating.

  1. On an estimate line – if you want to see the PO’s that have been created for that line click the ‘Other Details’ tab,
  2. Click the Purchase Orders hyperlink at the top right – that will display the list of PO numbers, the supplier they were issued to and the amount.
  3. You can click on a PO number to go to the PO page for that order.