The purchase Order is a contract between your company and a VENDOR.
Use this tool to track material orders for a specific project.
Access the purchase orders from the tabs at the top of the page or from the arrows at the left of the PO# column.
Click on “→Company DB” to go to the Company Database from any page.
Click on the home icon in the upper right of any page to return to the Dashboard.
The “Phases” and the “Units” list on the CompanyDB page are fairly comprehensive, but new items may be added at the end of the list, and all selections are customizable.
Build a Company Template –
At the Dashboard, complete all Company information;
At the CompanyDB tab, add employees to the employee list, add vendor information to the Vendor List, add custom Phases and Units.
Save the file as “Company Purchase Order Template”.
Load the template at the beginning of each project, and add Project information to the Dashboard.
Save in the Project File.
Information regarding each Purchase Order will be displayed on the Dashboard as the Purchase Order is completed.
When a vendor is selected for a Purchase Order, the Vendor information from the Company Database will be displayed on the Purchase Order
On each Purchase Order, a yellow cell denotes a dropdown list, and a green cell denotes an information box.
To print or create a pdf from a Purchase Order, select “Print” from the bottom left menu.
To save the content of the Purchase Order App, select “Save” from the bottom left menu.
Be sure to “Save” the app after each use.
Go to the “File Management” tab to find more file management information.