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How To: Jobs: Purchase Orders

Heath
Updated

Within a Job record, Purchase Orders can be found in the Purchase Order tab

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Clicking the tab presents all associated Purchase Order in a table

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Selecting the Job ID will open the PO in the Document Viewer

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The Action button presents the user with two options:

  • Copy Print URL
  • Upload

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Copy Print URL

Selecting the Copy Print URL option with the following message

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The user can share the link with other users and their clients. Pasting the URL into a browser opens the specific purchase order

Upload

Selecting the Upload options opens the Upload menu which allows users to attach signed jobs or other files to the Purchase Order. 

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Clicking within the Upload Signed Job box opens the user's file explorer so a file can be found and attached

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Users can also drag and drop their selected document in the Upload Signed Job box

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Clicking the Upload button attaches the document to the PO and presents the user with a confirmation pop up

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The user can then give the document a name, download the file, or delete the file

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It is important to know that while the workflows are similar, documents uploaded to a Job in the Purchase Order tab are not accessible in the Attachments tab

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For more on attachments, check out this article

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