You can add purchase orders against jobs. This will allow you to keep a link between your orders, and the jobs they are for.
You can add parts and items, items are manually entered, and parts come from an existing list within Commusoft. This list is set in system settings. Click here if you want to learn how to add parts and prices.
- Use the search bar to locate the job you wish to add a purchase order to. This can be done by searching for the customer or property and finding the job in the 'ongoing works' section, or by simply searching for the job number.
- Once you have located the job, click 'Costs' at the top of the page and scroll to the purchase order section. Click 'Add new purchase order'.
- You will see a page where you can fill in your purchase order information. Complete the form and click 'Add purchase order' at the bottom of the page.