User Tools


Purchase Order | Work Order | Quote Request


Purchase Order | Work Order

Add Work GroupThis button will add the Cost Centres of the selected Work Group into the Order selection window. Then you will need to select the required items for this order by ticking their box's.
Add Cost CentreThis button will add all the Quoted Items in the job from the selected Cost Centre into the order selection window. Then you will need to select the required items for this order by ticking their box's.
Remove Cost CentreThis button will remove all Items in the Order selection window that are part of the same Cost Centre.
Add All Cost CentresThis button will add all the items in the whole Quote to the Order selection window. Then you will need to select the required items for this order by ticking their box's. If you are wanting to order everything, be sure to tick the Print Separate Orders box and it will print each Cost Centre as a separate order.

User Tips

1Be aware that Purchase Orders are for ordering materials only and Work Orders are predominantly for labour but can include materials as well. Quote Requests will only include materials.
2Ensure to lock the contract total before running your job and raising orders.
3You can Save As PDF if you have a PDF writer/converter installed. In the Purchase/Work Order window you will need to select the PDF writer as your print option, then go to preview, then print and save it. (If you are unsure of having a PDF writer installed, just check your 'Devices & Printers' settings as it will show up with the print drivers.

Adjusting Orders

1You can adjust your ordering Qty's in the Purchase/Work Order window by clicking on the Qty field.
2If you need to add one or more new items to your Purchase or Work Order on the fly, you will need to add it into the Quote/Job first so it can appear in the order when it gets raised. Ensure to lock the contract total first so your Contract Total and Progress Payments aren't effected.

Purchase Orders (verse) Work Orders?

1Purchase Orders are for materials only. Work Orders are for Labour supply which can include materials as well.



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