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 and we want to create a purchase order only for the first two supplies.
2. 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 if necessary.
To proceed with creating a purchase order for the selected supplies, click Save.
4. After clicking Save, a Purchase Order is 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 or disable that affects how your purchase orders are combined or never combined. For more information, please access How to Combine Purchase Orders user guide. |
Can I generate a Purchase Order for selected supply items only?
You can generate a PO selected supply items and this is helpful if you're not ordering all of them at once. When you do this, the system is able to recognise the remaining items that need to be ordered so the next time you generate another PO, it will only let you choose the remaining items which essentially prevents a double up.
In this example, we have a job with five supply items that need to be ordered.
1. Click Create Purchase Orders by Wizard to generate a PO for selected items only.
2. Tick the boxes for the specific supply items that you a purchase order generated. In this example, we select only the first two supplies.
3. Purchase Orders will be generated per supplier and you can click on the PO reference number to access more details.
The next time you need to generate a Purchase Order for the remaining items, just access the Supply tab again and click Create Purchase Orders by Wizard.
4. After clicking Create Purchase Orders by Wizard, what will be shown are the remaining supply items or minus the ones with PO already generated.
This ensures there is no double up when your business requires you to order only certain items per batch.
Can I generate Purchase Order for 50% of the items to be ordered?
You can generate a PO for a certain percentage of supply items let's say 50% and this is helpful if you're not ordering all of them at once. When you do this, the system is able to recognise the value of the remaining items that need to be ordered so the next time you generate another PO, it will only let you order the remaining items.
In this example, we have a supply item with quantity of 30 that needs to be ordered and we're only ordering 50% or only 15 items.
1. Click Create Purchase Orders by Wizard.
2. Adjust the quantity by clicking the number in the column called Qty To Order and once done, click Save.
In this example, we are ordering 50% of the items so we change the quantity to 15.
3. A Purchase Order will be generated and you can click on the PO reference number to access more details.
The next time you need to generate a Purchase Order for the remaining items, just access the Supply tab again and click Create Purchase Orders by Wizard.
4. After clicking Create Purchase Orders by Wizard, what will be shown are the remaining supply items or minus the ones with PO already generated.
This ensures there is no double up when your business requires you to order only certain items per batch.
