How to add a non-job purchase orderLast updated on 10/28/2022
Option #1: Use the Payroll (Detail) Report to add a non-job purchase order
Run the Payroll (Detail) Report.
On the Payroll (Detail) Report you will see a section for Non-job Purchase Orders. Click Add Purchase Order.
Enter the purchase order information. When you are finished, click Save.
Option #2: Add a non-job purchase order from the Dispatch Board
Navigate to the Dispatch Board.
Click a technician profile picture. Choose the technician who requires the purchase order. the technician profile picture.
Select Non-job purchase orders from the dropdown menu.
Use the date range filter, if you want to see existing purchase orders within a specific date range. You may also use the Technician dropdown select a different technician.
If you want to create a new non-job purchase order, click Add.
Enter the purchase order information. When you are done, click Save.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
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