Creating Purchase Orders
Purchase Orders can be created and linked to Work Orders or Jobs to support your financial tracking and reporting workflows.
Creating a Purchase Order Manually on a Job or Work Order
To manually create a new Purchase Order:
Navigate to a Job or a Work Order.
Click the ➕ Create New button.
Click Purchase Order.
Fill out Purchase Order details
When adding a new Purchase Orders, mandatory fields are highlighted in red. You can adjust which fields are required in the Purchase Order Setting within the Finance Catalogue.
Once you have filled out all required fields, use the Add New Line button to add line items to the Purchase Order.