Purchase Orders > Create a Purchase Order

Purchase Orders in WorkBook are created and accessed via the purchase order tab on a job.

It’s important to note, purchase orders cannot be deleted once created. If a mistake is made, the PO can either be amended (in the status of under preparation only) or cancelled.

CREATE A PURCHASE ORDER

• In the jobs list > select the job

• Click on the purchase order icon

Open

• Click the create new button

Open

• In the create purchase order pop-up select:

  • Nothing

• The following must be completed:

  • Order date (defaults to creation date)

  • Supplier (must already exist in your system)

  • Header activity (to indicate the type of purchase cost)

  • Currency

• Click ok

ADD THE AGREED PRICE

• You must complete the agreed price (ex GST)

  • This is controlled by the information in the details tab

• Additional fields can also be completed if needed e.g:

  • recipient address

  • supplier contact

PURCHASE ORDER DETAILS

The specific PO details are added in the details tab:

• Complete the description, no of units and price per unit columns

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