Purchase Orders by Wizard allows you to select specific supply items in a job or job section and create a purchase order for the selected supply items. Additionally, you can create multiple purchase orders if you prefer to group some supply items together.
1. Access the job details screen or if it's job section, open that particular section and click Supplies tab.
In this example, we have a job section with four supply items as indicated below.
2. From the same screen, scroll down and click Create Purchase Orders by Wizard which is located below the supply items.
3. Select the supply items by ticking the corresponding boxes located on the leftmost column. You also have the option to manually change the quantity only if applicable.
To proceed with creating a purchase order for the selected supplies, click Save.
4. After clicking Save, a Purchase Order gets created and you can click on the PO reference number to access the details.
5. Once you've opened the Purchase Order details, scroll down and look for Purchase Order Lines.
In this example, we've selected two supply items when creating the purchase order and these are the supply items indicated in the image below.
Note: There is a setting that you can enable/disable that affects how your purchase orders are combined or never combined. For more information, please access How to Combine Purchase Orders user guide. |