A purchase order (PO) lists what you are buying from a vendor. Receiving records what arrived. The result feeds each job’s material cost.

Finance & Reports → Materials & purchases, or Field work → Purchases in the owner view. You need the right to create and approve POs, or to receive deliveries (receivers do not see prices).

Draft, Sent, Partly received, Received, Billed, Closed, Voided.

1. Add a vendor first (see “Vendors”). Without one the screen says “Add a vendor first.”
2. Tap + New purchase order.
3. Pick the Vendor.
4. Under For job (its material list is used) pick a won job to copy its material lines. Or leave No job (by hand) and type each line: item, qty, unit and unit cost. Use + line to add more.
5. Tap Create draft.

1. Open the order and tap Send to vendor.
2. The vendor is emailed if the vendor has an email address. Otherwise the order is marked sent and the screen tells you nothing was emailed.

1. Open the order and tap Receive a delivery.
2. Enter the quantity that arrived on each line. Receiving more than ordered needs a reason in the Why extra? box. A short line needs Why short?.
3. Tick That is everything (short lines need a reason) if the order is complete.
4. Tap Save delivery.
   The phone app can also attach a photo of the delivery ticket.

• Close finishes an order.
• Void purchase order asks why. Voiding is logged.

• The Deliveries list shows who received what and when.
• Use the status filter (default Open) to find old orders.
• Draft orders can also come from low stock in Inventory.

• Vendor not emailed. The vendor has no email. Add one in Vendors.
• Cannot receive extra. Type a reason in “Why extra?”.

• Vendors: your supplier list and terms
• Supplier bills: enter, approve and record payments
• Inventory: items, places, counts and moves