Creating a Purchase Order for Other Suppliers:
Generating a Purchase order by Ordering from the Job (Assigned)
Select:
Job Management
Jobs
Open the relevant job (will default to Tasks Tab)
If you have populated the relevant materials on a Job or Invoice you can generate a Purchase Order by clicking the Order Now button, selecting the products you wish to order and selecting the Other Supplier that you wish to generate a purchase order for.
The purchase order will then be assigned to the and visible in the PO Tab.
The purchase order will be emailed to your other supplier for processing.
The process is the same as the below video except you will select the other supplier after hitting the order now button:
Creating a Purchase Order from Invoice (Assigned)
Loreum
Creating an Purchase Order for Other Suppliers (Unassigned)
You may wish to create a purchase order for an Other Supplier and not have it assigned to a job (e.g. stock purchases).
Select:
Suppliers
Purchase Orders
Other Suppliers
+
The below Purchase Order Form will appear for you to fill out and email to your supplier:
Select Supplier
Enter reference (e.g. Stock) for your future reference.
If you have uploaded a price file or created and saved product lines for this supplier, these can be accessed and added by selecting the Product Lines button.
Add new lines button will generate new products on the fly. The below screenshot shows a new line that has been filled out and is ready to order.
Assigning/Unassigning Purchase Orders to Jobs and Purchase Categories
By assigning all Purchase Orders to a Job or Purchase Category you will have control of your materials.
Assigning/Unassigning a Purchase Order to a Job
A purchase order may be unassigned for the following reasons:
It has been ordered from the online shop or counter without specifying a Purchase Order number
It was assigned to a Job or Purchase Category but you have unassigned it
It is easy to see which Purchase Orders are assigned to a Job or Purchase Category (explained in next section of this article) in the Purchase Orders :
Select:
Suppliers
Purchase Orders
Offline Purchase Orders
Green means Assigned
Yellow means Partially Assigned
Red Means Unassigned
You can easily assign and unassign products in a purchase order by clicking into the relevant purchase order.
You can also partially assign products to multiple jobs and purchase categories with the Assign and Unassign buttons.
Below video covers Online POs, you need to select Offline POs for Other Suppliers
Assigning Purchase Orders to Purchase Categories
By assigning all of products purchased to a job or purchase category you will be in full control of your materials.
To manage purchase categories select:
- Suppliers
- Then Purchase Categories
You will see all purchase categories you have setup as well as system generated categories to help you manage products assigned to jobs or Unassigned products.
Selecting Unassigned is a great shortcut to assign products that you have not assigned.
Select:
the purchase category link to setup a new Purchase Category
+
Add Purchase Category
Name and Save the category
Select:
Suppliers
Purchase Orders
Offline
You can now assign purchase order items to the van stock Purchase Category and assign them to a job as you use them (as per video below). Note video shows online assignment - for Other suppliers select Offline tab.