User Tools


Timber List

Purchase Orders | Quote Requests


General

Be aware that Purchase Orders are for ordering materials only and Quote Requests will only include materials. Work Orders are not available for the Timber List as Work Orders need a labour component which the timber list does not have. Please use Purchase Orders. If you are wanting to raise a Work Order that includes Labour you will need raised it from the Cost Schedule or Cost Control. You can Save As PDF if you have a PDF writer/converter installed. In the Purchase Order / Quote Request 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 as one of the print driver selections.

Adjusting Orders

1 Ensure to Lock the Contract Total before running your job and raising orders.
2 You can adjust your order Qty's in the Purchase/Work Order window by clicking on the Qty field.
3 If 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.

User Tips

NOTE: In Cost Control the Cost Centre Budget Override calculates incorrectly for Purchase & Work Orders. (Future update to apply a fix).

Purchase | Work Order | Quote Request

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.



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