Topic
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, find out more about Price List Items here.
The alternative to Price List Items is Miscellaneous Costs, these items are for one-off use cases.
Instructions
- Go to the Purchases page.
- Go to any of the any PO tabs.
- Search and select your Purchase order or create a new one by clicking New Purchases Order.
- On the PO select Add Line Item.
- On the pop-up select either Price List Item or Miscellaneous.
(When using Price list Item search the Item Code field to find your Item. You can either search by the item code or by the item's description). - Edit or add you details to the fields as needed and select OK.
Item Fields
The fields listed below will be available to edit when adding the Item. Edited fields on price list items are specific to this instance and will not update the default Price List Item in the price list.
| Field | Description |
|---|---|
| Description | an be edited to include information specific to the Bill. (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 calculate the amount total for you as well. (This is the 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 an account code that applies to this Price List Item, this will then be transferred over to the Bill when converted. (If you're not integrated with an accounting system, leave the account field blank). |
Additional Information
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