Additionally, you can create a PO from the Job Financials > Budget tab. Select which items should be included by ticking the checkbox in the Item column then at the bottom of the page.

Your PO is put into Draft status for you to customize before sending it out.

💡 For more details on how Jack can Auto Create Purchase Orders, check out this article.

-Enter in a Title to differentiate this PO from others in the global list.

-Select your PO recipient from the Issue To drop-down.

-Set if the items on the PO will be Delivery / Pickup. By default the Deliver To will be the 'Job Address'. You can use the drop-down to enter a custom address.

-Set the Required Date in which the material needs to be delivered or picked up.

-The PO will list the selected Site Supervisor's contact information for the recipient.

-You have the option to set a Required acceptance and signature-by what date this PO needs to be signed.

The supplier/contractor selected in the Issue To field will be assigned to the selected schedule items. You do have the option to assign more than one contact from the selected Supplier/Contractor.

Project Management > Schedule will show the selected supplier/contractor is now assigned to this Schedule Item along with a link back to the purchase order .

ℹ️ For more details on how Schedule Items work, check out this article.

Customize the body of the purchase order using the toolbar and tokens options.

Use the Save as Template option once you have the description set to be re-used for future purchase orders.

💡Tip: Tokens will insert various fields from the associated job into the Description area automatically. Saving you time by pre-filling the fields information per job.

In the New PO Description Template menu. Give the template a unique Name.

Save as a default PO Description template for this Trade: The next time you create a purchase order with the selected Supplier/Contractor in the Issue To field, you will see the prompt below asking to preload the PO Description template. This keeps your descriptions unique per supplier/contractor.

Save as a default PO Description for all: If you would like to set this as the default description any time you create a new PO.

Make sure to choose when you have finished customizing your template.

We have a few options here to add items:

Allows you to create a brand new item. This item will also be added to the Job's Budget.

Allows you to add an item from your Catalog.

Will bring up the list of items that currently exist on your budget and allows you to add from that list.

When a new item is added you can perform takeoff right from the PO. Clicking into the Qty field will bring up a menu similar to what we see in the Costings tab. Choose the icon brings you to your plan set to create takeoff. Choose the icon to bring up the Quantity Calculator.

Once your Purchase Order is ready to be sent, click the button.

You will then see the Send Purchase Order menu where you customize the information in the email's body.

In the To field, select the relevant contact.

Optionally, you can CC anyone from your Staff or another contact from the supplier.

Use the message toolbar to customize the body of the email including tokens to pre-fill job specific information.

If you would like to Save this information for future use you can use the .

Make sure to give your new template a unique name. Similar to the Description template you can optionally:

Save as the default PO Email Template for this Trade: If you set the same supplier/contractor in the Issue To field the next time you go to send a purchase order it will autofill the Message information. This keeps your emails unique per supplier/contractor.

Or

Save as a default PO Email Template for all: If you would like to set this as the default email body any time you create a new PO.

ℹ️ If the Issue To contractor/supplier has expired Compliance documents you will see a notification. With an option to send a reminder to them to update their documentation.

Once you are all set to send out your Purchase Order choose the .

If you need to edit your purchase order, you can update the information and click The same pop-up will appear for you to confirm your email message to resend. Once your PO is complete, click .

If a mistake has been made or things have changed you can send out a cancellation notice using .

ℹ️ Note: The PO will have to be moved to a status of either Sent or Awaiting Acceptance to see the Send Cancellation button. This can be manually changed by clicking the status bar at the top menu.

Now that your Purchase Order has been sent out. When the recipient reviews from the link in the email- they will have an option to add a comment, accept or reject. Which will appear within Jack for you to respond.

A green notification bubble will appear within the Purchase Order when a comment has been left by the Supplier / Contractor.

💡 Tip: Download a copy of the Purchase Order for your records using the button.