Tradify allows purchasing to be managed on a Job by Job basis. Materials purchased can be copied to the Job, making it easy to ensure all costs are recovered and accounted for.
Create Purchase Orders from the Purchases Dashboard
- Navigate to the Purchases page.
- Select New Purchase Order.
- Enter the relevant details.
- Select Save.
Create Purchase Orders from within Jobs
- Navigate to the Jobs page.
- Open up the relevant Job.
- Click on the Purchase Order tab.
- Select New Purchase Order.
Create Purchase Orders from the Dashboard
- Navigate to the Dashboard Page.
- Select the + icon.
- Select New Purchase Order.
Create Purchase Orders from the Supplier Profile
- Navigate to the Suppliers page.
- Select the relevant supplier.
- Click on the Purchase Orders tab.
- Select New Purchase Order.
Note: In each of these methods, once the 'New Purchase Order' option has been selected, users can then begin creating the Purchase Order itself, filling in details such as the supplier, item descriptions, quantities, and pricing. By following these steps.
Purchase order information fields
Once you're in the 'Purchase Order' screen, the following fields will be available to edit:
| Field | Description |
|---|---|
| Supplier (Required) | Search for the supplier by typing in the supplier field or add a new supplier using the +. |
| Order Date | Defaults to today's date, or select a different date for your order. |
| Delivery Date | Defaults to today's date, or select a different date for your delivery. |
| Reference | Input a supplier reference or order number. (This can help track the purchase once converted to a Bill and sent to your accounting). |
| Document Theme | The Purchase Order layout theme used when printing or emailing this Purchase Order to a supplier. More on Document Themes here. |
| Description | A description for your supplier. |
| Delivery Information | Use the drop-down to select the company address or use the address finder to add a different address. |
| Notes | Add notes and/or files to your Purchase Order. |
Purchase Order Statuses
In Tradify, Purchase Orders can be:
| Status | Description |
|---|---|
| Draft | PO is in progress and can be edited by those who have access to the feature. |
| Unbilled | POs that have not been actioned by a supplier. (To edit these documents you will need to reset to a draft state). |
| Billed | POs that have been raised and actioned by the supplier. (You cannot edit these documents). |
Additional Information
Adding Material Costs to Purchase Orders
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