Purchase Orders
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      2. Purchase Orders

      Getting started with Purchase Orders (POs)

      Purchase Orders 101

      Purchase Order (PO) is a document sent to a supplier to purchase set of goods and/or services. In Projectworks, Purchase Orders are always linked to a project and operate similarly to an expense - except that you will be able to have multiple line items in a single PO.

      At the moment we support Purchase Orders for organisations who have integration in place for either Xero or QuickBooks to retrieve the supplier information, which is necessary in creating POs.

      You will also need to have Expense integration enabled. If you would like to use Purchase Orders but not Expenses, use the Access control to ensure no one has access to the Expense feature, but leave the Expense integration enabled

      Purchase Orders are considered as a cost against a project and can be billed on to the customer with markup or markdown if desired, just like you can with expenses.
       How to turn Purchase Orders on;

      1. If you haven’t already - integrate to Xero or Quickbooks, 

      2. If you haven’t already - enable expenses (For Xero see - Xero - Getting started and for Quickbooks Editing QuickBooks organisation mappings )

      3. Adjust Access Levels to to enable the feature for specific access level users

      4. Adjust any other Purchase Order related settings to suit your business needs (templates, attachment requirements & email content)

      Access controls & system settings

      Access to Purchase Orders is controlled on a user access level. You can easily control which access levels can view, create and email Purchase Orders by selecting the appropriate options in the Access Level settings

      PO Access Levels

      In addition, there are Purchase Order functionality specific settings that allows you to control key elements of the Purchase Order feature.

      • Attachment requirements

      • Email template content

      They can be found and edited in the System settings page.

      PO Additional Settings-1

      The platform also supports turning Purchase Orders into PDFs for easy sending to your suppliers.  Learn more about creating and managing Purchase Order templates.

       

      Creating Purchase Orders

      Receipting Purchase Orders