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How To Create A New Purchase Order From A Work Order In Beta Version

1. Click on "Operations" on the top center menu, and select "Work Orders" from the sub-menu. Click on the Work Order number to go to the Work Order details panel

2. Click on the Purchase Orders tab and press the blue button "Add Purchase Order"

3. You will see a pop-up to either

  • Create a new Purchase Order from the Work Order
  • Assign an existing Purchase Order from your portal to the Work Order. This will give you a search field to find an existing PO and assign it to the same Work Order

Click on the blue button "Create New" to add a new Purchase Order

4. Select a Vendor Name in the left panel. To add new Line Items click on the blue button to the right. To save and send the Purchase Order you can click on the button on the top right corner. To select more options click on the three dots (aka more).