How to create, edit, and delete purchase orders

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:

1. Click on the Purchase Orders icon in the navigation bar on the left (below $ Invoices).
2. Click the + Add Purchase Order button.
3. Enter your purchase order details and click Submit.

Create a new purchase order from a Vendor or a Job:

1. Click on the Vendors or Jobs icon in the navigation bar on the left.
2. Click on your desired Vendor or Job. Note: You can use the filter and sort options at the top.
3. Click on the Purchase Orders tab on the left.
4. 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.
5. Enter your purchase order details and click Submit.

Edit a purchase order:

1. Navigate to the purchase order by following the three (3) steps in the above list.
2. Click on the Purchase Order.
3. 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.
4. To edit a line item, click the Pencil icon on the left of its row.
5. To add a new line item, click the + Add Products or Services button in the upper-left.
6. Once you've made your adjustments, click the Save button in the bottom-left.

Delete a purchase order:

1. Navigate to the purchase order by following the three (3) steps in the above list.
2. Click on the Purchase Order.
3. Click the Delete link in the upper-right.
4. Confirm that you'd like to delete it by clicking Yes, I understand - delete this purchase order.