Purchase Orders in Time and Materials
Within a work order, on the Time and Materials tab, there is a line item section called Purchase Orders.
Purchase Orders in Time and Materials
Within a work order, on the Time and Materials tab, there is a line item section called Purchase Orders.
In the Description field, you can enter the name of the supplier where materials were purchased, along with the amount spent. Click the checkmark to save the entry.
In the example above, the Auto Generate PO# feature is turned on.
Enabling Auto-Generated PO Numbers
The Auto Generate PO#s feature can be enabled in the Features section under Settings. The starting number for auto-generated PO numbers is set on the Tenant page in Settings.
Most companies choose not to use auto-generated PO numbers. Instead, they enter either the work order number or a till receipt number as the PO number.
What Happens at Invoicing
Once the work order is completed and an invoice is created, any information entered in the Purchase Orders section will be transferred to the Materials section of the invoice.
If you used a supplier name in the Purchase Order line, it may be useful to break it into individual material items on the invoice to better track item-level pricing going forward.
Need Help?
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