Create Purchase Orders on Tradify Mobile

Permissions (9).png

Topic

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

 

Create Purchase Orders from within Jobs

  1. Head to the Jobs page.
  2. Select the job you need to create an order for.

    screenshot_20240828_165514.jpg
  3. Select Purchase Order tab.
  4. Select New Purchase Order.

    screenshot_20240828_165520.jpg

 

Create Purchase Orders from the Purchases Page

  1. Navigate to the More page.
  2. Select the Purchases page.

    screenshot_20240828_165640.jpg
  3. Select the + icon.

    screenshot_20240828_165646.jpg

 

Create Purchase Orders from the Supplier Profile

  1. Head to the More Page.
  2. Then select Suppliers.

    screenshot_20240828_165339.jpg

  3. Search and select the relevant supplier.
  4. Select the P/O tab.
  5. Select New Purchase Order.

    screenshot_20240828_165355.jpg

 

Additional Information

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

 

Was this article helpful?
3 out of 4 found this helpful

Comments

0 comments

Please sign in to leave a comment.