Purchase Orders
Purchase orders can be raised in Upvise against a Job, Project or individual Equipment.
Screen Guide
Navigate to the Job or project or Equipment in which you are recording the purchase order for
Click “+”
Click Forms
Select “Purchase Order”
Input the supplier details and date
Click “Purchase order lines” to add PO lines
Enter the details in the PO line
Multiple PO lines can be added in the PO within the global limit of your Upvise PO settings.
Submit the PO.
The PO number can be located in the PO name for reference.
The PO will sync to workbench in the next scheduled hourly sync.
Related articles
Purchase orders sync to Workbench every hour. See workbench Purchase Orders for more information