Purchasing & Receiving

Create a Purchase Order for Existing Job

1. Create a Purchase order for an existing job:
   • You can create a purchase order for an existing job by either navigating to “Job Actions” INSERT THE LINK TO VIEWING EXISTING JOBS AND JOB ACTIONS or navigating to “Purchasing” from the home screen:

2. Select “Create a New Purchase Order”

3. Select the job that you want to raise the PO for:

4. You will be directed to the Purchase order creation page.

Same as Job Actions > Purchasing > New Order

1. Start by explaining the difference between a Stock order and a Job Order.

2. Explain the process to Order for Jobs

3. Explain the process to Order for Stock

4. How to choose a supplier and what is the pre-requisite?View all Purchase Orders Same as Reports > Purchase Orders Receive Goods

   1. 1. Same as Job Actions > Purchasing > Receive **– for a specific PO
      2. Same as Reports > Purchase Orders > Receive **– for a specific PO If this is a stock order, items will go to stock on hand

5. If this is a job order, items will automatically be consumed onto the job Enter Supplier Bills

   1. 1. Same as Job Actions > Purchasing > Bill **– for a specific PO
         1. 1. Same as Reports > Purchase Orders > Bill **– for a specific PO