Purchase Orders can be created directly from a Project to generate a PDF document of the Products you need to purchase to complete the job. Purchase Orders can pull the Products added to the attached Sale as Sale Items to save time.
Creating Purchase Orders
Navigate to a Project, scroll down and click 'New Purchase Order'.
Status - the stage this Purchase Order is in:
| ▪ | Draft |
| ▪ | Submitted |
| ▪ | Received |
| ▪ | Canceled |
Vendor - the supplier that will be used for this Purchase Order, click the magnifying glass to select a Vendor from your Account list. If multiple Vendors will be needed to order all of the materials for this Project, multiple Purchase Orders can be created.
Notes - any special comments needed for this Purchase Order. These notes will be displayed on the Purchase Order document.
Click 'Import Sale' to import the Sale Items from the attached Sale into the Purchase Order:
The Billing and Shipping Address will default to your companies address information. Click 'Ship to Project Address' to import the Prospect's address information into the 'Ship To' section.
If you imported Sale Items into this Purchase Orders the 'Purchase Order Items' will default to the Products on the attached Sale, including any configuration options added.
- The 'Unit Cost' will default to the 'Our Cost' total for each Product and NOT the total of the Sale Items.
- You can manually change the 'Unit Cost' dollar amount if the cost is different than what is in your system.
- Use the 'Received' Box to add any comments about the items once they are received by your company.
- Click 'Add item' to manually add Products to the Purchase Order.
The Purchase Order will now be available on the Project Page in the 'Purchase Orders' related list.
Once a Purchase Order is created a new Project Cost will be automatically created to record the cost of Products purchased.