Adding Material Costs to Purchase Orders on Tradify

Tradify provides the ability to log two types of material costs on a Purchase Order. The first and most commonly used are Price List Items. These are items that have already been entered into your system with set preferences. You can find out more about Price List Items here.

The alternative to Price List Items is Miscellaneous Costs. These items are stand-alone and are best used in one-off scenarios.  

 

Adding Price List Items to Purchase Orders

To add Price List Items to your Purchase Order, select the "Add Line Item" button (within the relevant Purchase Order) and then select "Price List Item". Use the Item Code field to search for your relevant Item. You can either search by the item code or by the item's description.

 Adding_Price_List_items_to_Purchase_order.png 

Note: The fields listed below will be available to edit when adding the Item. Edited fields are specific to this instance and will not update the default Price List Item.

Description – Can be amended to include information specific to the Bill.

Note: Descriptions are limited to 200 characters.

Quantity - Use the quantity field to increase or decrease the quantity of the item.

Unit Price - Use this field to change the buy/cost price of the item.

Discount % - Use this field to provide a percentage discount to this line item.

Amount Tradify will automatically calculate the amount total for you as well. This is based off your quantity multiplied by your unit price.

Tax Rate - Select the tax rate that applies to this line item. If left blank, Tradify will assign the default tax rate. For more details on tax rates, please see here.

Account – Assign to an account code that applies to this Price List Item. This will then be transferred over to the Bill (if converted). 

Note: If you're not integrated with an accounting system, please leave blank.
 
 

Adding Miscellaneous Items to Purchase Orders

To add a Miscellaneous Cost to your Purchase Order, select the "Add Line Item" button (within the relevant Purchase Order) and then select "Miscellaneous Cost". 

Adding_Miscellaneous_Items_to_Purchase_Order.png

Note: The fields listed below will be available to edit when adding the Miscellaneous Cost.

Description – Can be amended to include information specific to the Bill.

Note: Descriptions are limited to 200 characters.

Quantity - Use the quantity field to increase or decrease the quantity of the item.

Unit Price - Use this field to change the buy/cost price of the item.

Discount % - Use this field to provide a percentage discount to this line item.

Amount Tradify will automatically calculate the amount total for you as well. This is based off your quantity multiplied by your unit price.

Tax Rate - Select the tax rate that applies to this line item. If left blank, Tradify will assign the default tax rate. For more details on tax rates, please see here.

Account – Assign to an account code that applies to this Miscellaneous item. This will then be transferred over to the Bill (if converted). 

Note: If you're not integrated with an accounting system, please leave blank.

Adding in Price List Items from a Quote

You can easily copy price list items from a Quote to a Purchase Order. To do this:

  1. Open your Quote.
  2. Select the ... in the upper-right corner.
  3. Select Copy to P/O.
  4. Select your Supplier.
  5. Select your desired line items that you'd like to transfer into your Purchase Order.
  6. Edit your Purchase Order as desired and Save or Approve.
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