Purchase orders

Purchase orders live on each job's POs tab. A PO is addressed to one party — a supplier for materials, or a contractor as a work order — and once sent, its total counts toward the job's Committed figure.

Create or generate

1. 01On the job's POs tab, tap New PO (or Start the first PO) to draft one by hand.
2. 02Or, on an accepted quote, tap Generate POs — quote lines are grouped by their assigned supplier or contractor, and one draft PO is created per party with descriptions, quantities, units and unit costs carried across.
3. 03Lines with no supplier or contractor assigned are skipped and counted as unassigned. Lines already on a PO are skipped too, so running it again only picks up new lines.

Send and track

1. 01Open the draft and tap Generate PDF, then Download PDF to check it.
2. 02Tap Send PO — the dialog pre-fills the party's email and sends the PDF attached. The first successful send flips the PO to Sent and adds its total to committed; re-sending never double counts.
3. 03For phone or paper orders, use Mark sent instead — same financial effect.
4. 04Move it along with Mark acknowledged, Mark received (you can attach a receipt photo or packing slip), Mark invoiced and Mark paid — or Cancel it.

POs are numbered PO-0001 in sequence. Line totals are quantity times unit cost, plus 10% GST on the subtotal. Contractor work orders also appear in the contractor portal, and the PO shows Viewed by contractor once they first open it.