Navigate to the Job details screen, then using the 'Job Actions' menu, click 'Add Purchase Order'.
Or, navigate to Purchase Orders in the sidebar menu, then click the 'Add Purchase Order' button
Create a PO from the Job Actions menu…
Create a PO from the Purchase Orders sidebar menu (only difference is the Job or Work Order has to be selected)…
Once created, can add or edit the PO details…
Next, add one or more Line Items…
Select the Type…
Click 'Save & Exit' to generate the PO
Next, you can...
- Go back to the Job (the PO gets saved)
- Click the pencil icon to edit
- Click the down-arrow to download a copy
- 'Send to QB' sends the PO to QuickBooks
- 'Send to Vendor' opens email dialog box to send PO to one or more recipients via email
Estimated Taxes are shown in the example below. Actual Tax $ amount gets finalized when the Bill gets paid in QuickBooks.
A PO can only be sent once to QuickBooks.
Notice the 'Send to QB' button disappears, and a PO# and PO Date get added.
On the Job view, check the status of the PO on the 'Purchase Orders' tab.
