Create, edit, or delete line item purchase ordersLast updated on 10/28/2022
Things to know
If you check Include in Purchase Order Screen when creating a PO, then the PO will show on the Purchase Ordering screen.
If you do not check Include in Purchase Order Screen when creating a PO, then you will be able to export to QuickBooks as soon as you create the PO because this will be a manually bought material.
Create, edit, or delete a line item purchase order
There are two locations you can initiate the creation of a line item purchase order:
Job screen
Job invoice screen
To create, edit, or delete a line item PO from the job invoice screen, complete the following:
Navigate to the Invoice > Invoicing.
Under Invoices, select the invoice you wish to create a line item PO for.
Click Add a purchase order.
Enter the following fields:
To add a line item to your PO, click Add Item.
Enter the following information for the item:
Name
Quantity
Cost
Description
Click Add Item.
Click Save.
The PO you create will be on the Invoice screen under Purchase Orders.
On the invoice screen, click the Edit Pencil , x Delete, or print icon next to any existing purchase to edit, delete, or print the purchase order.
Send a purchase order on the Purchase Order screen
To send a purchase order on the Purchase Order screen, complete the following:
Navigate to Invoice > Purchase Ordering.
Click the Pending PO’s tab.
Check the PO you wish to send.
Click Export/Email PO or Mark as Sent.
Receive a purchase order on the Purchase Order screen
To receive a purchase order on the Purchase Order screen, complete the following:
Navigate to Invoice > Purchase Ordering.
Click the Sent tab.
Check the PO you wish to receive.
Click Mark As. Then, click Shipment Received.
Click the Received tab to view received POs.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.