To create purchase orders from works orders, follow these steps:
Adding the part to the works order parent item
Make sure the parent item that you are working on has been added to the works order. Then, click on "Add Part" from the actions menu.
When the new works order part screen appears, in order to purchase the item from a supplier, whether its parts, a generic non stock repair description (eg Windscreen replacement) or labour, simply click the "Purchase" toggle.
This enables you to select a supplier account and input a supplier order number.
You don't have to do this right away, you can go back into the part and edit it and change it later.
If you have defined supplier prices against the product, these get loaded in automatically.
Raising the Purchase Order
To create the purchase orders, the Works Order cannot be at quote stage, although at this stage you can still put in the expected supplier pricing in.
A handy note at the top of the works order will tell you that purchase orders need to be raised for the works order.
In order to create the purchase order, you can click the tab shown and it will go to the costs menu, or, you can click on the costs button.
When you click the costs button, you'll see the information change on the works order.
Here you can choose whether the purchase order will be delivered to the delivery address on the works order or to your depot.
You can also set the supplier and change the proposed buying price per unit as well as put in any supplier discount percentage.
When you're ready to create the purchase order, click "create purchase orders".
It will create one purchase order per supplier order reference, enabling you to split them out if you have different suppliers or the same supplier with multiple order references.
A box will pop up once you have confirmed you want to create the purchase orders with a preview of the purchase order information.
From here, you can print preview the purchase order, or drill down into it.
The next steps
For any items that need to come into stock first, you need to do the Goods Receipt on those items. This doesn't apply to non stock items.
A shortcut button will take you to the related purchase order so you can carry out the receipt of the goods. The part status is changed to reserved.
Later when the goods have been received, you can click "allocate" on the part to pick the item and then continue with the Works Order process.