To add a new purchase order, navigate to the Purchase Orders Module, then click on the Create New Purchase Order button located at the top of the screen. This action will open the Purchase Order Details popup window. When the popup window appears, select the type of purchase order you wish to create.

Purchase Order Types

You can choose from the following three options:

• Stock Parts: Select this option if you are ordering parts for stock. This is the default selection. Proceed by entering the required details for the purchase order.

• Job Parts: Choose this option if you are ordering parts for a specific job. An additional dropdown will appear, allowing you to select the Job Number. Scroll down, select the job, and continue completing the purchase order.

• Drop Shipment: This option is for ordering parts that will be delivered directly to the customer from the supplier (commonly known as white label).Drop shipment can also be used when ordering parts for an engineer on-site who requires the parts to complete a job.

Steps to Complete a Purchase Order

1. Select the order type.
2. Choose a supplier from the dropdown list.
3. Add the required items, including:
   • Quantity
   • Price
   • Delivery date
4. Save the purchase order once completed.

 Important Information to Include

Ensure the following details are included on the purchase order:

• Purchase Order Number
• Date of Purchase Order
• Company Name and Contact Details
• Vendor Information
• Itemised List of Parts or Services
• Quantity of Each Item
• Unit Price per Item
• Shipping Address
• Billing Address
• Payment Terms

 Additional Actions

At the bottom of the Purchase order form, there are additional buttons that allow you to:

• Place the Purchase Order “On Order”
• Print the Purchase Order
• Email the Purchase Order

Once the order is placed, it will appear on the Order Overview Screen, where all orders are displayed. A green “On Order” tick will indicate that the purchase order has been successfully placed.