Purchase Orders

Purchase orders can be raised in Upvise against a Job, Project or individual Equipment.

 Screen Guide

1. Navigate to the Job or project or Equipment in which you are recording the purchase order for

2. Click “+”

3. Click Forms

4. Select “Purchase Order”

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5. Input the supplier details and date

6. Click “Purchase order lines” to add PO lines

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7. Enter the details in the PO line

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8. Multiple PO lines can be added in the PO within the global limit of your Upvise PO settings.

9. Submit the PO.

10. The PO number can be located in the PO name for reference.

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 Related articles

Purchase orders sync to Workbench every hour. See workbench Purchase Orders for more information