This feature is only available for PRO Connect or Work Subscribers.
To streamline your workflow, you can access the Purchase Orders main view (main nav icon). This view provides a high-level overview of every PO in the system, allowing you to quickly locate and edit a specific order without navigating through individual vendor or job pages.
Create a Purchase Order from the Main Navigation Icon:
- Click on the Purchase Orders icon in the navigation bar on the left (below $ Invoices).
- Click the + Add Purchase Order button.
- Enter your purchase order details and click Submit.
Create a new purchase order from a Vendor or a Job:
- Click on the Vendors or Jobs icon in the navigation bar on the left.
- Click on your desired Vendor or Job. Note: You can use the filter and sort options at the top.
- Click on the Purchase Orders tab on the left.
- Click the Add Purchase Order button towards the top. If you already have a PO for this Vendor or Job, click the Add a New Purchase Order link in the top-right.
- Enter your purchase order details and click Submit.
Edit a purchase order:
- Navigate to the purchase order by following the three (3) steps in the above list.
- Click on the Purchase Order.
- To edit the Purchase Order number or add a completion date, click the Pencil Icon next to the current PO number in the upper-left.
- To edit a line item, click the Pencil icon on the left of its row.
- To add a new line item, click the + Add Products or Services button in the upper-left.
- Once you've made your adjustments, click the Save button in the bottom-left.
Delete a purchase order:
- Navigate to the purchase order by following the three (3) steps in the above list.
- Click on the Purchase Order.
- Click the Delete link in the upper-right.
- Confirm that you'd like to delete it by clicking Yes, I understand - delete this purchase order.