Purchase Orders available on Premier Tier, only.
Purchase Orders in SingleOps can be used to track Job costing by entering purchases related to Jobs/Visits or to track purchases for Inventory. Materials & Expenses are the most commonly used Items on Purchase Orders, however, any SingleOps Item can be included on a Purchase Order with the exception of Services by default.
In this article:
Create a Purchase Order
Navigate to:
Purchases > Create Purchase Order
Name the Purchase Order (optional)
Select or add a new Vendor
Enter a Bill Ref Number (optional)
Select the Vendor’s Term (optional)
Select an Operation
⚠️ The Operation must match the associated Job or Visit Operation OR with the associated Inventory Operation
Determine if the Purchase Order is associated with a Job or Visit. If so, select the Job or Visit it is associated with. If not, leave this selection blank. You can find more information in the Associating a Purchase Order with a Job or Visit article.
Select Tags (optional) - Tags are useful when searching reports for particular Purchase Orders.
Enter the Effective Date - this is typically the day of entry, but if needed, you can backdate your Purchase Orders.
Enter Notes (optional)
Complete Purchase Order Details by adding your purchased Item(s) & associated information (quantity, cost, etc.)
⚠️ If the Purchase Order is associated with a Visit*, marking an Item as Billable will transfer the cost of the Item to the client & it will appear on their Invoice with no markup.
Select Create Purchase Order
Approve a Purchase Order
Navigate to:
Purchases > Approve Purchase Orders
Filter, search, or sort your Purchase Orders, as needed
Select Approve to the right of your Purchase Order
Attach the Purchase Order Item(s) to the correct Quickbooks Account
Add Comments (optional)
Select Approve
⚠️ If syncing to Quickbooks, Purchase Orders will sync as a Bill upon approval or when the associated job/visit is marked as Approved. If creating a Purchase Order for Inventory, the Inventory quantity will update upon approval of the Purchase Order.
Additional Notes
Certain Item settings need to be adjusted in order for Items used on Purchase Order to behave in certain ways. You can find more information regarding Item settings in relation to Purchase Orders here.
To find additional settings related to Purchase Orders, navigate to:
Setup > Account Settings > Tasks
Make sure that any item added to a PO is marked as reimbursable before adding the item to a PO, or it will not sync. Editing and adding the setting to an item later (retroactively) will not solve any sync issues related to this setting being missed initially.
Purchase Orders Video
*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.