A purchase order must be associated with a service request or a work order. Make sure to create a service request or work order for a property before creating a purchase order.
Follow the steps below to create a purchase order:
- Go to Tenant Management > Purchase Order > More Action > New Purchase Order.
- Select Property, Service Request or Work Order (the service requests and the work order will automatically be populated based on the property you selected.)
- Add Shipping Method, Shipping Terms, Shipping VIA, and Delivery Date
- Add Item Number, Name & Description, Unit Price, and Qty (the Total will be computed automatically)
- Once done, click ‘Submit.’