1. Access Purchase Orders
From the left-hand navigation menu, select Purchase Orders.
2. Select 'Actions' in the top right corner
A drop down menu will appear
Select '+ New Purchase Order'
3. Fill in Mandatory Fields
A pop-up will appear with mandatory fields (marked with an asterisk).
Select the Agency specific to the purchase order.
Select the one project that this purchase order is for.
3. Select Trades
Choose the trades for the purchase order.
Options include:
All trades
Specific trades
PPE (Personal Protective Equipment) for this field.
4. Select Sites
Choose the sites for the purchase order.
Options include:
All sites
A single site.
5. Enter Purchase Order Details
Fill in the following details:
Purchase Order Reference
Purchase Order Value
Start Date
End Date
After entering all details, select Save.
6. Link Existing Assignments (Optional)
A new pop-up will appear asking if you want to link this P.O. to all existing assignments without a P.O.
If you want to link, select Yes.
If you do not want to link, select No.
7. Completion
You have successfully created a new purchase order.