From your desktop, you’ll go to the main menu, project management, and purchase order.

That’ll open the purchase order menu. To open a new one, click the green plus and you’ll see the New Purchase Order window. So here you’ll type what the PO is for.

To select the ‘issued to’ vendor, double-click in that yellow box and you’ll get the list of the available vendors. Once you select a vendor, it will auto-fill their contact information. 

Once we have the vendor and the title and we can save. Any other information is optional, like due date.

Here is where we’ll get to the line items. So we’re going to click add manually.

First we can describe what it’s for and if you have any details or instructions, you can add them there.

And here is where we can start assigning this PO to a job. So if you hit client, you’ll get your options. Then we can select our job and component. If there’s only one component it will auto-populate, but if there are other components, you can click that and you’d get your list of options to choose from.

Next is function. This depends on what service they’re offering. 

Then you’ll input your quantity information. So, uh, if you know, it’s just a flat rate, it was a thousand dollars. You can type that in there, including a flat rate fee or an hourly rate and hours.  So once you have all of your job information and your price, you’ll just come up to this top and click save. Once saved, your PO will be assigned a number

You’ll now be able to find your PO in the PO search menu or on the job jacket of the corresponding job.