How to create Purchase Orders on iPad App

1. Tap on one of your jobs to display more details or menus. This should be the job where you need to create a purchase order.

2.  Tap on Supplies tab located on the left side of the screen.

3. Tap on Create PO to generate a purchase order for supply items marked as "Must Be Ordered."

To create a blank purchase order, tap on Create Blank PO.

4. Select a supplier and in this example, we select Reece.

5. A Purchase Order will be created and you can tap on the reference number to see more details.

5. From the following screen, you can make adjustments such as changing the delivery option and status, putting instructions and notes, and adjusting quantity ordered and quantity received.

How to access all Purchase Orders from the iPad Mobile App

1. Tap Menu and select Purchase Orders.

2. A list of purchase orders will be displayed which you can filter by user, or by PO status by tapping the corresponding buttons on the left side of the screen.

To access the PO details and menus, simply tap on the PO reference number and you can make the same adjustments such as changing the delivery option and status, putting instructions and notes, and adjusting quantity ordered and quantity received.