There are two ways to create a Purchase Order (PO).
The first way is via Jobs > select the relevant Job > Job Financials > PO's & Bills and click the + PO / Bill button.
The second way is from within the Job Budget via the following steps:
Scroll to the relevant cost category and select which item/items from the job budget you want to create a PO against by using the tick-box selector on the left side.
A pop-up will then appear at the bottom of the screen, click on the PO / Bill button.
You will then be required to give the PO a title, select the supplier to whom the PO will be issued, and choose whether the items are to be delivered to the job address or a custom address.
Once all details are entered, click Create draft at the bottom right. You will be taken to the Edit PO screen, where the selected items will be pre-filled.
From the Edit PO screen, you can edit items, add attachments, and then save the PO or send it directly to the supplier with a customised message.
