Quickly and easily generate purchase orders for your vendors and track the status all the way through delivery. JobCloser gives you tools to send via email and text directly from your phone.
Purchase orders can be created 1 of 2 ways:
- From The Inventory > Purchase Orders screen
- From the Vendors > Vendor screen
Once you've started a new purchase order, all you have to do is fill out the form as follows:
- Select a vendor
- Set your PO number - or use the auto-generated number
- Select a job reference (optional) - to track material orders for specific jobs
- Add a memo about this PO (optional) - to easily identify the reason for the PO
- Add the products you are wanting to order from the specified vendor above
- Add a note (optional) - to give the vendor custom instructions about the order
- Add a delivery address
Once you've generated your PO, you can click the "Actions" button in the top right to download as PDF or send via email / text message.
Your vendor will receive the PO digitally and once accepted, you can manually track the status of the delivery (and set the delivery date for reference).
Please let us know if you have any questions as you begin to use this new feature!