Creating Purchase Orders

Topic

You can create purchase orders from several different locations allowing Tradify to work for you and your process/workflow

Who can use this?

Platform: Web | Mobile            Plan: Plus            Staff Permission: Purchases

Instructions

Creating Purchase Orders from within Jobs:

  1. Head to the Jobs Dashboard.
  2. Select the job you wish to create the order for
  3. Select Purchase Order tab
  4. Select New Purchase Order

Creating Purchase Orders from the Dashboard:

  1. Navigate to the company dashboard
  2. Select the + icon
  3. Select New Purchase Order

Creating Purchase Orders from the Supplier Profile:

  1. Select Suppliers
  2. Select the relevant Supplier
  3. Select the Purchase Orders tab
  4. Select New Purchase Order

Additional Information

You can find more information on creating purchase orders here: How To Create Purchase Orders In Tradify Web

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