Add PO / Work Order

How to create a PO or Work Order:

1. In the menu, click the Request PO (or WO) link.
   
   
2. In the Search box, find the Ticket by Ticket #, customer address or  customer name.
3. After selecting one of the Tickets you should see the Ticket items populate below it. Select the items you want on this PO. Items that already exist on a PO have a Yield sign on the right side.
4. Select a Subcontractor or Vendor (must save them in the system first on the Users page. They will have no access to the system.), and their name and phone # will be populated in the textboxes.
   
   
5. Fill in the remaining details and save. The new PO will be on the PO page.

After Adding a PO:

1. The PO Supervisor will receive an email notification asking them to review and approve the PO.
2. Once the PO Supervisor approves the PO, the Tech who submitted the request will receive an email with a message stating the PO has been approved and a link to download the PO, if desired.
3. The PO will be available for sharing or downloading from the Tickets attachments popup (paperclip icon).
4. The PO will be available in the Email popup (envelope icon) for attaching to an email message to a vendor or subcontractor. Creating a vendor or subcontractor email template and attaching the available PO to a new email streamlines communications for techs, admins and managers.

This page is customizable to fit your company\’s needs. Please reach out to us for more info.