This article covers the steps on how to manage client Purchase Orders (POs)
From the navigation menu, click People > Client.
This will take you to the Clients page. All of the Clients are listed on this page.
Click the Client name and click the POs button on the right-hand corner.
Or click the POs button on the Client Page.
This will take you to the Client’s POs. To make changes to the existing POs, click the PO number.
To delete or make a PO inactive, click the 3 dots on the right-hand corner of the page and choose your selected option.
To activate an inactive PO, click the 3 dots on the right-hand corner of the page and click Make Active.
An existing PO may be edited, you can manually change the relevant information into the field provided, such as PO Number, Expiration Date, and Starting Balance.
Under the Notification Settings section, choose how you want to be notified, Days before expiring, Balance Falls Below, and add the person you want to be notified (this can be the client contact, a team member, or both) and click on the Add Team Member button.
Under Jobs Assigned Section, click the Add Job button and select the job(s) to be added to the PO.
A pop-up window will appear, tick the box of the jobs to be added on the PO, and click the Add Selected Jobs button.
Once completed, click the Save button.
