Create, edit, or delete line item purchase ordersLast updated on 10/28/2022

• 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.

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:

1. Navigate to the Invoice > Invoicing.

2. Under Invoices, select the invoice you wish to create a line item PO for.

3. Click Add a purchase order.

4. Enter the following fields:

   P.O. Type	Select one of the following PO types: Special Order: Select this when you need to order materials/equipment (that are not part of truck stock) to complete a customer job. For example, your customer needs to replace their faucet. They want a specific brand that your company does not stock. You will need to order this item from a vendor to complete the job. Supply House Run: Select this when your technician purchases materials/equipment at a supply store to complete a job. For example, your technician is completing toilet installations and needs to purchase additional wax rings. They go to a supply store, purchase the wax rings, and returns to the customer's house to complete the installations. Subcontractor: Select this for subcontractor POs. Warranty: Select this for POs related to warranties. To set up PO types, navigate to Settings > Purchase Order Types.
   Vendor	Select the vendor you wish to purchase the materials from. To set up vendors, navigate to Settings > Vendors.
   Select Required Date	Select the required date that you need the material by.
   Vendor Invoice Number	This is an optional entry. The Vendor Invoice Number is provided by the vendor. Note If you are exporting POs to QuickBooks as bills, you are able to send the Vendor Invoice Number to the Ref. in QuickBooks. This feature is not enabled by default. To use this feature, contact your success or implementation manager to configure your account.
   Technician	Select the technician the PO is for.
   Date	The date the PO is being created on.
   Summary	Optional entry. Enter any additional notes you have for the PO.

5. To add a line item to your PO, click Add Item.

6. Enter the following information for the item:

   • Name

   • Quantity

   • Cost

   • Description

7. Click Add Item.

8. Click Save.

9. The PO you create will be on the Invoice screen under Purchase Orders.

10. 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.

To send a purchase order on the Purchase Order screen, complete the following:

1. Navigate to Invoice > Purchase Ordering.

2. Click the Pending PO’s tab.

3. Check the PO you wish to send.

   Note

   If you wish to edit the PO before sending it, complete the following:

   1. Navigate to Invoice > Purchase Ordering.

   2. Click Pending PO’s.

   3. Select the PO you wish to edit.

   4. A Purchase order details screen will appear. Click Edit PO Items.

   5. You can edit the following fields:

      • Ship To Address

      • Required Date

      • Memo

      • Cost

      • Quantity

      • Tax

      • Shipping

   6. When you are finished editing the PO, click Save.

   7. Click HIDE to exit the Purchase order details screen.

4. Click Export/Email PO or Mark as Sent.

To receive a purchase order on the Purchase Order screen, complete the following:

1. Navigate to Invoice > Purchase Ordering.

2. Click the Sent tab.

3. Check the PO you wish to receive.

4. Click Mark As. Then, click Shipment Received.

5. Click the Received tab to view received POs.